Insights

While investments in real estate have long been common for defined benefit plans, more plan sponsors are turning to property markets to diversify their defined contribution (DC) portfolios. Large DC plans may have access to vehicles that invest directly in real estate or private real estate funds, but most DC plans do not. Therefore, this article focuses on real estate investment trusts (REITs^[1]) and considers 

There’s excitement in the air when a participant closes their office door for the last time and embarks on retirement. A smile, maybe a wave goodbye, and then it’s time for new adventures.

4 Ways Plan Sponsors Can Mitigate Longevity Risk

Every plan sponsor wants their participants to retire comfortably. For them to be able to spend their retirement taking long walks on sandy beaches, spoiling grandchildren, or even traveling around the world.