For Some DB Plan Types IDL, Not LDI, Is the Answer
John Lowell, with October Three, says for two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors and provides more meaningful benefits to participants.
Tag: LDI
What DB Plan Sponsors Need to Know
Six essential DB strategies
LDI Still a Viable DB Plan Derisking Strategy
Despite market volatility and a continued low interest rate environment, DB plan sponsors can still establish an effective LDI strategy to derisk their plans.
Small Pension Plan Sponsors Fully Embrace PRT Transactions
Nearly 85% of pension plans paying PBGC premiums have less than 1,000 participants—so it only makes sense that small plans make up a significant proportion of the ERISA industry’s annual risk transfer business.
Aligning Stakeholder Interests in Pension Buyouts
A lot of parties are involved in even a modestly sized pension risk transfer deal; aligning their interests, timelines and incentives for success is no small task.
Now Is Not the Time for De-Risking DBs
Market volatility and funding relief allowing lower required contributions have impacted the value of LDI and other pension plan de-risking strategies, SEI says.
DB Pension Buyouts Reached a Milestone in Q1
Steady as a drumbeat, LIMRA Secure Retirement Institute data shows pension buyouts topped $1 billion for the fourth consecutive quarter.
DB Plan Sponsors Focusing Attention on Funding
The issue of funding pension plans has risen to the attention of companies’ leadership, a survey shows.
Investment Product and Service Launches for the Week
Acuitas
establishes new long/short equity option designed for retirement plans, and LGIMA touts
new liability-based funds for small and mid-sized pensions.
Investment Product Launches for the Week
NEPC improves glide path customization abilities, and MassMutual teams with Envestnet on managed accounts.
Bond Ladders a Prudent Approach to Fixed Income
They perform well in all interest rate environments.
Manulife Asset Management Adopts PFaroe
Manulife says the adoption of PFaroe risk analytics will complement its global liability-driven investing offering.
Mercer Says Corporate Pensions Hampered By Rates in July
It’s been something of a common monthly performance story
for pension plans in recent years, with decreasing rates overpowering
increasing markets.
Low Interest Rates Ease Pension Debt Restructuring
In finance as in physics, investment market forces produce both upside and downside.
Pension Hibernation Can Be a Bridge to PRT
Plan sponsors looking to enact a PRT transaction, but lacking sufficient cash, might consider “hibernating” their portfolio until a more favorable risk transfer opportunity arises.
Transamerica Adopts PFaroe Risk Analytics
Retirement plan solutions provider Transamerica is integrating RiskFirst’s pension risk analytics platform.
Legg Mason Rolls Out Credit CIF
The Hands Benefit & Trust long-duration credit collective investment fund (CIF) from Legg Mason is benchmarked to the Barclays Long Credit index.
Considering 'Plan Age' Can Build Better LDI
Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.
Sponsors Active on Pension Risk and DC Cost Cutting
An Aon Hewitt survey of pension plan sponsors finds almost two in three could take direct action to curb risks and costs in 2015.
Nuveen Adds Pension Investment Strategist
R. Evan Inglis has joined Nuveen Asset Management as senior
actuary in institutional solutions.