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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP Administration Consultant Blue Ridge Associates
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-- An attorney subscriber
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Search the News Archive
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21 Matching News Items |
| 1. |
Cambridge Associates
Feb. 18, 2025
"The hybrid approach to retirement savings blends the options and strengths of the DC model with a CB-defined benefits strategy.... [T]oday's robust risk management tools, higher interest rates, and improved funded status have created ideal conditions for plan sponsors to explore this new, balanced solution."
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| 2. |
Cambridge Associates
Apr. 7, 2024
"Ultimately, overestimating liquidity risk and the denominator effect can prevent pensions from fully optimizing their portfolio's return potential. This paper aims to help pension executives better understand how data can enable their effective use of [private investments]. It also discusses how new investment policy approaches may help to take advantage of market opportunities and minimize the risk of portfolio stress when down markets occur."
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| 3. |
Cambridge Associates
Mar. 11, 2024
"[This article] explains the historic role that PI allocations have had in generating strong returns for large investors with longer time horizons. Next, it lays out how target date funds (TDFs), which are professionally managed pools with long time horizons, can serve as the vehicle to provide exposure to PI, while simplifying the plan participant experience.... Lastly, it touches on keys to successful implementation of a value-generating PI program within a TDF structure."
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| 4. |
Cambridge Associates
Jan. 16, 2024
"Over the past decade, executives overseeing corporate defined benefit (DB) pension plans have experienced significant regulatory reform and a full reversal of investment conditions. While rising liabilities once offset asset gains, the opposite is now true. Yet many organizations haven’t recalibrated their approach to plan management in response, leaving them exposed to unnecessary costs and at risk of missed opportunities. Today, plan sponsors should be rethinking their plan’s strategic priorities and re-underwriting their investment approach."
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| 5. |
Cambridge Associates
Aug. 7, 2023
"Properly implemented, a range of strategies in the private credit universe can help pension plan sponsors achieve their investment goals. This paper discusses the potential benefits and challenges of private credit and looks specifically at how direct lending, credit opportunity funds, capital solutions, distressed debt, and specialty financing strategies may help address specific pension portfolio needs."
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| 6. |
Cambridge Associates
July 18, 2023
"[A] wide range of private credit opportunities [is] now available to plan sponsors. As these opportunities have expanded, private direct lending (DL) strategies have gained significant traction, providing a stable foundation to private credit programs. Plan sponsors can also access the private loan market through public business development companies (BDCs). BDCs have a comparable underlying strategy to private DL funds, but with important differences. Understanding the key characteristics of both can better enable plan sponsors to choose the strategy best suited to their portfolio."
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| 7. |
Cambridge Associates
July 10, 2023
"When interest rates were near historic lows during 2019 and 2020, many plan sponsors changed their methodology for calculating these premiums to reduce their tax obligation to the federal government. Although it appeared like a good idea at the time, that decision is now resulting in adverse consequences for many.... [P]lans of most types, sizes, and funded status using the Alternative Method premium calculation can potentially reduce their PBGC premiums and simplify the pension risk management process ... [by] using the Full Yield Curve approach to calculate their discount rate."
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| 8. |
Cambridge Associates
Mar. 19, 2023
"[D]own markets can create value opportunities for well-diversified portfolios.... This paper discusses how recent developments in the fixed income market may be able to help total return-seeking pension plan portfolios, frozen plans looking to de-risk, and open or recently closed pension plan portfolios."
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| 9. |
Cambridge Associates
Feb. 28, 2023
"Being conservative is an understandable instinct, given current market uncertainty, but this may be detrimental to long-term solvency of the plan -- the very thing that the SFA program was designed to protect.... While many options exist, a plan-specific, holistic approach that combines multiple investment strategies is most likely to generate optimal outcomes. This paper provides a guide to plan sponsors as they seek to make the most effective use of their SFA program capital."
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| 10. |
Cambridge Associates
Sept. 18, 2022
"[P]rivate investments offer important value in the form of increased expected investment returns, [and] can be instrumental in improving funded status and achieving other plan goals.... [M]any plan sponsors still abruptly cut off PI commitments or do not optimize their usage as the plan matures. This paper explores how plan sponsors should use PI strategies within their toolkit and customize their composition over time to reflect a plan's evolving goals."
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