Investment guidebooks for fiduciaries
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. Use them to foster conversations with your investment committee, train staff, or onboard new board members.
They're a series of simple, illustrative guides for:
Guides for defined benefit (DB) plans
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.
Frozen plan handbook
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
For hospitals and healthcare systems
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