Mike Sylvanus

Senior Consultant

The impact of interest rate expectations on LDI strategy

August 2020
“LDI is about the management of interest rate exposure and changes in the environment can at times be so significant that the strategic picture is affected.”

LDI for cash balance plans

June 2014

This Russell Investments Practice Note answers how cash balance retirement plan sponsorships and DB plan sponsor trends align with each other to meet plan sponsors’ risk-management objectives.