Investment handbooks for fiduciaries
Defined benefit (DB) plan resources
Corporate pension finance
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. Learn more and request this practical overview for Treasurers, CFOs, CIOs, board and committee members.
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. See an overview and request your own copy.
Defined contribution (DC) plan resources
Defined contribution plan management
This handbook is designed to 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.
Defined contribution outsourcing
This compendium of eight short papers helps answer the why, what, and how questions on the various aspects of outsourcing.
A resource for non-profit investor organizations
The 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.
A guide for hospitals and healthcare systems
The 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.