The cash balance plan is the fastest-growing plan design in the country, but they can be tricky for sponsors to hedge.

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

Credit spread tightening and U.S. pension plans: options for yield enhancement.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

Adding durable, low-cost external leverage to lower-volatility assets via the FHLB system can be an attractive way to enhance risk-adjusted return potential.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

The Fed is readjusting, regulations are shifting and private equity is changing the game. Our insurance clients have many questions—and we have answers.

Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.