Trends & Insights for Financial Professionals
Know the trends. Get insight. Understand and apply best practices.
Featured Thought Capital
- Managing Funded Status Volatility in Defined Benefit Plans
This paper explains how interest rates directly impact Defined Benefit (DB) plan funding levels. We also discuss how liability-driven investing (LDI) works, and why, for many DB plans, it may be a better approach than a total-return strategy.
- Myth Busting: It May Be Possible To Reach DB Plan Objectives Regardless of Interest Rates
This paper puts three fixed income strategies to the test in three different interest rate scenarios (rising, falling and staying the same) over a 10-year period. The results may surprise you and your prospects.
- Transferring Pension Risk Strategies
Looks at the pros, cons and considerations of two de-risking options getting a lot of attention lately: annuity purchases and lump-sum payments.
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Advisor Value Proposition
January 26, 2:00–3:00 (CT)
Access prospecting resources to help you differentiate your retirement readiness strategy.
Join the conversation as Scott Ruba, Director - Defined Benefit Retirement Plans at The Principal, talks all things DB.
Gain ESOP insight from Jerry Ripperger, Director-Consulting at the Principal Financial Group.