Defined benefit (DB) plan resources
CORPORATE PENSION FINANCE HANDBOOK
Pension plans and the corporations that sponsor them have been 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. Ultimately, the penalty for getting a plan's investment strategy wrong can be terminal, proven by recent bankruptcy filings citing a pension fund as a main cause. While the challenge is great, practical solutions do exist.
FROZEN PLAN MANAGEMENT
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 Plan Handbook, which is designed as a simple, illustrative guide for those who have already frozen–or are considering freezing–their pension plans may help in your decision-making.
For defined contribution (DC) plans
For non-profit organizations
DEFINED CONTRIBUTION RETIREMENT PLAN MANAGEMENT
This handbook 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.
A RESOURCE FOR NON-PROFIT INVESTOR ORGANIZATIONS
Our non-profit handbook is designed to provide practical advice, planning tools and best practice information to help you successfully fulfill your non-profit fiduciary responsibilities.
For hospitals and healthcare systems
A GUIDE FOR HOSPITALS AND HEALTHCARE SYSTEMS
The fiduciary healthcare handbook is a step-by-step guide for non-profit hospital and healthcare systems – a fiduciary roadmap to help simplify the management of your complex investment programs.