Feature Articles: Institutional Investment Consulting

Reduce Risk in Your Defined Benefit Plan – Asset Liability Immunization Strategy (ALIS) Explained

By Tony Albrecht, CFA®

May 30, 2019Institutional Investment ConsultingRetirement Plans

Often the focus of Defined Benefit (DB) Plans is on the return generated by the plan assets.  The DB assets are managed to provide an attractive rate of return which usually requires a significant allocation to equities or other forms of risk-seeking assets in...

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“SECURE” Legislation

By Justin Dorsey, J.D.

May 21, 2019Institutional Investment ConsultingRetirement Plans

Setting Every Community up for Retirement Enhancement (SECURE) Act

On March 29, 2019, House Ways & Means Committee Chairman Richard Neal, D-Mass., introduced new bipartisan legislation, The Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019, which eases the ability to offer...

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The Winds of Change in Retirement Plan Design: Guaranteed Lifetime Income

By Justin Dorsey, J.D.

November 15, 2018Institutional Investment ConsultingRetirement Plans

We believe resolutely that there is a slowly, but inexorably, growing movement in the US towards reshaping the question of retirement readiness – at least in part – from wealth accumulation to guaranteed lifetime income (e.g., think old-fashioned pension benefit for life – but in a defined...

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Crafting the Retirement Readiness Scorecard

By Devon Triebold

November 01, 2018Institutional Investment ConsultingRetirement PlansParticipant Financial Wellness Services

How do you measure whether your participants will be ready for retirement when the time comes? This is the question we were faced with in the spring of 2017. The question was driven by wanting to assess – in a measurable way – the impact...

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