Liability Driven Investing Spawns a Re-branding at LD Intelligence. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Glendale, Arizona at Thunderbird School of Global Management where Jim Pupillo conducted the half-day Fiduciary Education Program. At the conclusion of the TPSU program Fred Barstein, Founder, and CEO of The Plan Sponsor University was able to get a few minutes with Mr. Pupillo to discuss the progression of participant-directed investing in 401k Plans. The next generation of retirement plan investing is moving from Target-Date Investing to an asset/Liability management driven strategy that incorporates more individual data for each Plan Participant.
The concept of Target Date Funds previously simplified the investing process for plan participants; however, Target Date Investing takes into consideration only a single data-point for each plan participant. The practice of matching a 401k participant’s assets with liabilities(a future payout stream) is a natural extension of Target Date Fund investing. Liability-driven investing (LDI) incorporates significantly more data-points, which makes it possible for an investment advisor to deliver a more finely-tuned solution to 401k plan participants. View how LD Investing, is positioned to deliver a next-generation solution to all 401k plan participants.
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