Strategic Shields – LDI, CDI, and Liquidity Management

1 day ago
Rich Hudson

Introduction Building on our previous discussion of sequence risk, this chapter focuses on actionable strategies to mitigate its impact. We…

Modelling – Deterministic vs Stochastic

2 weeks ago

IntroductionMany actuaries and investment consultants provide trustees with simple projections to show where the financial status of the plan is…

Sequence or Returns Risk

2 weeks ago

This first installment in our whitepaper series introduces the foundational challenge facing mature pension plans: negative cash flow. When benefit…

Variable Annuity Pension Plans – Part 3

2 years ago

This is another type of defined benefit plan that provides lifetime income to the participants of the plan. Some have…

Traditional DB Plan Designs – Part 2

3 years ago

These plans have been around for a long time, but are now being viewed negatively by employers. Much of that…

Managing Risks in Retirement Plans – Part 1

3 years ago

Defined benefit (DB) pension plans have many risks and, unfortunately, these risks are not always addressed and managed appropriately. In…

PBGC Interim Final Rules Summary 2021

4 years ago

Special Financial Assistance Guidance Issued by the PBGC Background The PBGC administers a Multiemployer Insurance Program under Title IV of…

ARP Act – Single Employer Pension Plan Relief

5 years ago

“Fresh Start” and Extended Amortization Funding Shortfalls The Act provides a “fresh start” on the amortization of a single-employer plan’s…

ARP Act – Multiemployer Pension Plan Relief

5 years ago

Financial Assistance for Severely Underfunded Multiemployer Plans The Act creates a special financial assistance program to ensure the solvency of…

Variable / Adjustable Pension Plans

5 years ago

This white paper discusses a couple of new adjustable pension plan designs available to plan sponsors and the rationale for…