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Liability Driven Investing Spawns a Re-Branding at LD Intelligence

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.

Steff Chalk

Steff Chalk

Managing Editor at 401kTV
Steff C. Chalk is Executive Director of The Retirement Advisor University, a collaboration with UCLA Anderson School of Management Executive Education. Steff also serves as Executive Director of The Plan Sponsor University and is current faculty of The Retirement Adviser University.
Steff Chalk

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