Defined Contribution Plans

Inflation and target date funds: Definitive insights into inflation-hedging

Published by: BlackRock

At what point should target date funds hedge against inflation? This paper seeks to quantitatively solve for inflation-hedging within a lifecycle consumption framework, explores the relationship between human capital and inflation, and expands BlackRock’s innovative target date optimization to provide insight.

Market Volatility: Consequences for Target Date Fund Selection

Published by: PGIM Investments

With the return of market volatility after a decade of strong equity returns, understanding fiduciary responsibilities and maintaining a prudent process around target date fund evaluation and selection has never been more important.

Defense Beyond Bonds: Defensive Strategy Indices

Published by: S&P Dow Jones Indices

Given current interest rate levels, it’s fortunate that not all defensive strategies rely solely on bonds or going long on equities. Combining well-chosen defensive factor indices with the S&P 500 and bonds has historically resulted in reduced portfolio volatility, as well as incremental returns.

The Happiness Formula

Published by: State Street Global Advisors

Exploring retirement realities around the world reveals areas of uncanny consistency, persistent gaps, and a formula for happiness. Learn more at www.ssga.com/gr3

To spend or not to spend?

Published by: BlackRock

20 years into retirement most retirees have spent just 20% of their savings. Our latest research explores the behavioral biases that shaped this unexpected finding – and why future retirees may be faced with very different choices.

Retirement Income Comes into Focus for Plan Sponsors

Published by: Aon, Franklin Templeton Investments, JPMorgan Asset Management

In this round table discussion, Rob Reiskytl, partner, actuarial consultant at Aon, Drew Carrington, senior vice president, head of institutional DC at Franklin Templeton Investments, and Anne Lester, portfolio manager and head of retirement solutions at JPMorgan Asset Management, discuss the opportunities and challenges around retirement income for plan sponsors, how automation may fall short for near-retirees and how to think about fiduciary risks when it comes to retirement income.

Shifting DC Times

Published by: Invesco

Introducing Shifting DC Times, a thought-leading publication devoted to supporting your mission — to help American workers achieve a more secure retirement. Each issue focuses on the latest DC thinking and offers concrete ways to turn that thinking into action.

Targeting International Growth with a Broad Mandate

Published by: ClearBridge Investments

We believe successful investment in international growth equities requires having a differentiated view and a willingness to own overlooked and out of benchmark growth companies. A valuation approach to growth points us to opportunities and contributes to risk management.

Performance dynamics driving fiduciaries to multimanager target-date funds

Published by: John Hancock Investments

New survey shows multimanager target-date funds are now the majority’s preference What’s behind this sea change in plan design? Fiduciaries directing plan participants to QDIAs dominated by manager concentration risk need to see these survey findings now.

Pension Derisking Comes of Age

Published by: Capital Group, Fidelity Management & Research Co, Western Asset Management Co.

In this round table discussion, Gary Veerman, head of LDI solutions at Capital Group, François Pellerin, an LDI strategist in the fixed-income division at Fidelity Management & Research Co., and James So, a product specialist at Western Asset Management Co., discuss how plan sponsors are approaching pension derisking, what mistakes they often make and what the future holds.

Benefits and Beyond: How Employers Think About Financial Wellness

Published by: Prudential

As a long-standing provider of employee benefits; Prudential sponsored a survey to gain perspective on how employers think about their benefits programs overall, and gauge the role that financial wellness programs play.

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For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.