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Library » Corporate Pension Plan Credit Balance Decisions

January 08, 2013 | Retirement Plans

Introduction The following provides a general overview of credit balances, their effect on funding levels and minimum required contributions for qualified single employer defined benefit pension plans, and key considerations with regard to utilizing or reducing a credit balance. Ultimately, …

Library » Potential Macroeconomic Consequences of an Aging Population with Insufficient Savings

January 03, 2013 | Investment Themes

Today’s “risk on/risk off” world is dominated by short-term (at times minute-by-minute) swings in sentiment influenced by the latest headlines hogging the spotlight, spanning from the Fiscal Cliff in the U.S. to the state of austerity plans in Greece. While these events have consumed the …

Library » A Brief Post-Election Q&A

November 30, 2012 | Market Commentary

Investor attention quickly shifted toward the “fiscal cliff” following the conclusion of this year’s election. Recent market weakness reflects the widespread uncertainty surrounding expiration of a variety of tax cuts and the advent of certain austerity measures at the federal level early in 2013. …

Library » An Evolving Landscape: Regulatory Impacts on Convergence Choices

November 28, 2012 | Retirement Plans

At a basic level, laws are constructed to provide order or process through rules. When a law is enacted, an increased level of certainty or clarity is therefore implied. This has not been the case with the passage of the Patient Protection and Affordable Care Act (ACA) or the Supreme Court’s …

Library » The Water is Getting Warmer in Emerging Markets

September 13, 2012 | Market Commentary

We concluded our December 2011 Outlook Series piece: Emerging Markets: Dipping a Toe In, acknowledging the extraordinary growth prospects in the emerging world, which were even more compelling in the midst of the slow growth environment. To recap, as conditions evolved throughout 2011, valuations …


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