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Institutional research

Fiduciary Matters Blog Russell's Communique Newsletter Investment Handbooks for Fiduciaries


Updated: The effect of the term premium in a rising rate environment

How best to position a portfolio in a rising rate environment is not as obvious as it might seem. This paper describes how the existence of a term premium may stack the odds against those who bet on rising interest rates.

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LDI for DB plans with lump sum benefit payment options

While offering lump sums adds an extra layer of complexity to an LDI strategy, this should not dissuade sponsors from pursuing an LDI strategy for their plan. With a proper understanding and adequate approach, LDI can successfully reduce the interest rate risk in the plan and help the sponsor meet their objectives.

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What's the right savings rate?

DC plan participants struggle with how much to save to achieve target replacement income (TRI) in retirement. The TRI 30 method offers plan sponsors a practical approach to guide participants toward appropriate individual savings rates.

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How big is longevity risk?

Retirees drawing down assets in DC accounts must factor in both investment and longevity risk. At younger ages, investment risk is greater, but longevity risk becomes greater over time. This finding is relevant to the current debate on the provision of lifetime income options to DC plan retirees.

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The future of retirement

During Russell's recent investment summit, attendees were polled on three issues that could reshape the U.S. retirement system – mandatory participation, risk sharing and getting the sponsor out of the plan. The results were surprising.

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Revisiting company stock in defined contribution plans

Company stock can align employee interests with those of the corporation and provide corporate tax benefits, but it can also open the plan to lawsuits if the program is not carefully monitored and administered.

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How would Russell do it?

How would Russell do it?

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Fed watch: Russell commentary on the Fed's interest rate decision
The Tax Attack: Will the benefits of 401(k) plans survive?

The Tax Attack: Will the benefits of 401(k) plans survive?

A discussion of various government proposals aimed at raising revenue by changing tax treatment for DC participant contributions to employer-sponsored retirement plans.