Investment guides for fiduciaries

Brevity has a quality all its own. Whether you're a CEO, CFO, CIO, Trustee, Board Member, or Investment Committee member, you've got a lot on your plate. With this in mind, we have created these helpful guides for fiduciaries.

A series of simple, illustrative guides for:

Defined benefit plans Defined contribution plans Healthcare systems Non-profit organizations

Guides for defined benefit (DB) plans

Corporate pension finance handbook cover design

Corporate Pension Finance Handbook

Pension plans and the corporations that sponsor them are stretched as never before. Some of the largest plan sponsors–GE, Lockheed Martin, GM, Ford, and Verizon Communications–have transferred pension risk out of their plans. The penalty for getting a plan's investment strategy wrong can be terminal, proven by recent bankruptcy filings citing a pension fund as the primary cause. While the challenge is great, practical solutions do exist.

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Frozen pension plans investment guide cover

Frozen Pension Plan Guidebook

Thousands of U.S. corporations have already frozen pension benefit accruals as an early step on the path towards eventual plan termination. Many others are considering such a step. Our Frozen Pension Plan Guidebook is designed as a simple, illustrative resource for those who have already frozen–or are considering freezing–their pension plans, and may help inform decision-making.

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For defined contribution (DC) plans

Defined Contribution Retirement Plan Guidebook

Defined Contribution Retirement Plan Guidebook

This guidebook is geared for DC investment committees, CFOs, and HR employee benefits professionals. It can help you better understand today's DC market and prevailing best practices as you build and manage a plan to help participants meet their retirement income needs while fulfilling your fiduciary obligations.

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For hospitals and healthcare systems

Healthcare Fiduciary Guidebook Cover Design

Healthcare Fiduciary's Guidebook

Our Healthcare Fiduciary's Guidebook is a practical overview for non-profit hospitals and healthcare systems. A fiduciary roadmap to help simplify your complex investment programs.

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For non-profit organizations

Laptop displaying investment program guide

The Non-Profit Fiduciaries' Guide

Our non-profit digital guide is designed to provide practical advice, planning tools and best practice information to help you successfully fulfill your non-profit fiduciary responsibilities.

Request the digital guide today

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