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Fiduciary Matters blog

Insights for institutional investors

August 4, 2015By

Multiple employer plans move out of the shadows and into the spotlight

Not to be confused with the troubled multiemployer sector, MEPs have been around for a long time, but have existed in the shadows of the retirement system, away from the spotlight.

Categories: Category: The retirement system
By July 27, 2015

How big is longevity risk?

A fundamental difference between a defined benefit (DB) pension plan and a defined contribution (DC) pension plan is that, with DB, the plan participant generally receives a known income throughout retirement that lasts as long as they do.

Categories: Category: Defined contribution strategy
By July 20, 2015

A caveat to the (usually sound) advice to pension fiduciaries to “document, document, document”

To the many perils of being a fiduciary for a corporate or public pension plan, maybe we need to add a growing threat of being buried under a dreary onslaught of policies, procedures and paperwork. It can wear down even the toughest.

Categories: Category: Governance & risk
By July 10, 2015

IRS clamp down on lump sum cashouts for retirees; affirm commitment to lifetime retirement income

On July 9, the IRS issued a notice that they no longer intend to permit lump sum cash outs of pension benefits for retirees. This notice will not directly affect cash outs for terminated vested participants (whose benefits have not commenced payment.) Although the notice may have come as a surprise to many, there have been signs of disapproval for some time. The notice can be seen as an affirmation of the regulators’ commitment to ensuring that the retirement system is focused on the provision of lifetime retirement income, not simply on the accumulation of wealth.

By July 8, 2015

What to look for in an outsourced CIO provider

As OCIO gains ground, a new research piece looks at some questions that arise: fiduciary duty, the OCIO provider’s role, and what to look for in a provider.

Categories: Category: Governance & risk
By June 29, 2015

Fully funded? Maintaining an allocation to return-seeking assets might still be necessary

One of the main concerns plan sponsors have when considering their end game is surplus volatility.

Categories: Category: Defined benefit strategy
By June 24, 2015

The perils of optimizers (Or: Don’t marry a model, part 2)

Optimizers are widely used in the construction and analysis of investment portfolios. But I’m not a fan.

Categories: Category: Investment management