Introduction
Building on our previous discussion of sequence risk, this chapter focuses on actionable strategies to mitigate its impact. We explore how Liability-Driven Investing (LDI) and Cash-Flow-Driven Investing (CDI) can serve as strategic shields against forced liquidation and funding deterioration.
Here’s the paper: Strategic Shields – LDI, CDI, and Liquidity Management
IntroductionMany actuaries and investment consultants provide trustees with simple projections to show where the financial…
This first installment in our whitepaper series introduces the foundational challenge facing mature pension plans:…
This is another type of defined benefit plan that provides lifetime income to the participants…
These plans have been around for a long time, but are now being viewed negatively…
Defined benefit (DB) pension plans have many risks and, unfortunately, these risks are not always…
Special Financial Assistance Guidance Issued by the PBGC Background The PBGC administers a Multiemployer Insurance…