Pooled employer plans are gaining traction across the defined contribution industry as a solution that can deliver a high-quality retirement program to employees with lower overall costs, a broader range of plan features and more robust compliance processes — versus managing a standalone DC plan. PEPs today are seeing more innovation and flexibility in approach, leading all types of DC plans to examine them more closely. Continued regulatory support to expand retirement security across the U.S. workforce also underpins PEPs’ future development.
In this turnaround year for fixed income, this Guide gives asset owners insightful context on the state of the market, shares noteworthy features of fixed income asset classes, and builds the case for active management. It presents a timely perspective on the ways that investors are reassessing allocations as well as key risks and opportunities at the forefront of fixed income investing today.
A definitive guide for defined contribution plan sponsors on how to approach and adopt/ retirement income solutions that can help improve financial security for plan participants in their decumulation years. Sections offer practical guidance and best practice on plan objectives and plan design, evaluating lifetime income features, managing fiduciary and compliance issues, implementation and participant education.
A comprehensive guide for plan sponsors on a pension de-risking journey that is focused on PRT in transferring financial risk to an insurer and protecting participants’ benefits. In today’s competitive PRT marketplace, this educational resource offers definitions, lays out benefits for participants and plan sponsors, covers insurer evaluation and implementation steps, and profiles a leading insurer with a case study.