Published by: Capital Group
Capital Group outlines a comprehensive way of evaluating target date funds to help satisfy DOL guidelines, while supporting participants’ retirement savings efforts. Learn about the key factors in our white paper. Securities offered through American Funds Distributors, Inc.
Published by: Prudential
This paper explains the thinking behind Prudential’s Day One Funds, our family of target date funds created to address the retirement risks we all face – with a particular focus on longevity risk.
Published by: McGladrey
Fierce competition for real estate assets is having ramifications for the due diligence process. Requirements are more rigorous than ever, yet the due diligence timeline is being compressed. Investors need to work harder (and faster) to ensure investment success.
Published by: Prudential Fixed Income
Many asset managers today advocate that plan sponsors consider a risk-reduction strategy called “hibernation”. But just as glidepaths don’t always “glide”, hibernation is not a passive strategy, but one that needs to be carefully watched. In this paper, we consider how the interplay between a smarter hibernation strategy and different de-risking tools can allow a plan to slowly wind down in both size and risk.
Published by: Vanguard
In this new research note, you'll get Vanguard's latest statistics on TDFs. Author Jean Young also examines some key reasons why TDFs continue to reshape investment patterns in DC plans, the growing use of automatic enrollment, and their designation as a qualified default investment alternative.
Published by: Russell Investments
Thousands of corporate pension plans in America have been frozen, while many others are considering such a step. Russell’s Frozen Plan Handbook serves as a simple guide for those who have already frozen—or are considering freezing—their pension plan.
Published by: Standish
New mortality assumptions reflect improved longevity and will therefore result in increases to both pension liabilities and plan durations. Standish looks at the investment considerations associated with the change in mortality assumptions used for calculating pension liabilities.
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All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.
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