Small Steps to a Better Future (Invesco, 2021)
How can language and framing help people in their mid-working life understand what their pension saving means for their retirement income? Can simple changes to communications help people take…
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LDI Alert: Time to buy credit or Treasuries? Ideas on calibrating the trade-off (Wellington Management, Nov 2021)
After hitting derisking triggers in 2021, many plans are looking ahead to the next trigger and thinking about how expensive the investment-grade credit market is currently. LDI Team members Connor…
Setting ROAs for 2022: A guide for U.S. corporate and public plans (Wellington Management, 2021)
As part of their year-end reporting process, U.S. corporate and public defined benefit (DB) plan sponsors must set an assumption for the long-term expected return on assets, or ROA. To help sponsors…
