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Research Reports

Topical pieces on the industry, ranging from in-depth analysis on investment managers to primers covering the industry landscape.

Fixed Income Investing in a Rising Rate Environment

The Federal Reserve raised the fed funds rate a quarter point in September, for the third time in 2018, and signaled one more hike in 2018, as policy makers expressed confidence in the United States economy. Officials continue to project three additional increases in 2019. Rising rates combined with historically tight credit spreads are causing […]

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DC In-Plan Retirement Income Solutions — Are We There Yet? (Part II)

There are significant benefits to participants having a retirement income solution offered within their workplace retirement plan. Together, these benefits are expected to improve all around retirement readiness, as they help fill the void left by disappearing defined benefit plans. Fostering retirement readiness is not only a heavily discussed topic for plan sponsors, but for policymakers as well.

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DC In-Plan Retirement Income Solutions — Are We There Yet? (Part I)

In the fall of 2016 the Plan Sponsor Council of America (PSCA) conducted a snapshot survey to gauge whether plan sponsors are adding guaranteed income products to their plans. At the time of the survey, only five percent of all plans offered a retirement income guarantee product in the plan.

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