A series of simple, illustrative guides

Investment handbooks 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 handbooks for fiduciaries.


Handbooks for:

Defined
benefit

 

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–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.

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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.


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Defined contribution (DC) plan resource

DEFINED CONTRIBUTION 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.

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For non-profit organizations

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.

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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.

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Complete the form below, or call us to request your copy. To order by phone, call us at 866-393-0105.

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