Knowledge is power
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.
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 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 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
DC retirement plan handbook
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.
For non-profit organizations
The non-profit fiduciaries' guide
Our non-profit digital guide 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
Healthcare fiduciary's guidebook
Our Healthcare fiduciary’s guidebook is a practical overview for non-profit hospitals and healthcare systems. A fiduciary roadmap to help simplify your complex investment programs.