The outbreak of COVID-19 is in different stages around the world. Some countries have been feeling the impact of the virus for several weeks, while others are just beginning to navigate a new...
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Following the Retiree Lump Sum Windows Back on the Table - Navigating Risk Management Options webinar, Aon’s industry experts answered questions and provided additional context regarding...
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Target date funds (TDFs) have been a big hit among both participants and sponsors of defined contribution plans. From 2008 to 2017, the percentage of participants using TDFs when offered grew...
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A better understanding of pension risk can lead to improved investment strategies and expected financial outcomes. This premise is one of Aon’s core beliefs and applies uniformly to all public...
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It is widely accepted that asset allocation is one of the most important—if not the most important—decisions dictating an investor’s success (and risk). This requires a long-term outlook. The...
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The article below outlines how a partial outsourced Chief Investment Officer ("OCIO") arrangement can be a benefit to investment plan sponsors. By understanding partial OCIO relationships,...
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March 7, 2019 William Ryan and Aaron Chastain are members of Aon’s North America Qualified Default Investment Alternative (QDIA) Manager Research team. Bridget Steinhart and Rhonda Jinks are...
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January 30, 2019 Aaron Chastain, Bill Ryan, and Eric Friedman are on Aon’s North America QDIA Research Team. “Skate to where the puck is going, not where it has been.” This advice from...
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Private equity is unlike most other asset classes—fund vehicles are often closed-end and returns cannot definitively be determined until well into a fund’s life. Numerous factors affect...
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Bank capital relief transactions enable banks to use the capital markets to shed some of their risk by buying credit protection on a portfolio of loans. The transaction “insures” a portion of...
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This is the second half of a two-part article on corporate philanthropy. The first article discussed the evolution of corporate philanthropy. In this article, we provide a framework for...
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Peppered with claims unique to 403(b) plans, lawsuits in the higher education marketplace have become prevalent as plaintiffs’ attorneys have followed a litigation recipe tested in the corporate...
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If you have discretionary authority for the management or administration of an employee benefit plan that is subject to the Employee Retirement Income Security Act (ERISA), or if you exercise...
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Since the birth of the 401(k) plan 40 years ago, we’ve seen a gradual movement from defined benefit to defined contribution plans as the primary employer-provided retirement vehicle—a shift that...
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While plan fiduciaries have always been responsible for protecting the data used to administer a retirement plan, today’s environment of frequent data breaches and the associated bad publicity...
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When a plan sponsor evaluates a non-U.S. equity index fund for its ERISA qualified defined benefit or defined contribution retirement plan, the primary determining factors are typically...
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This is part one of a two-part article on corporate philanthropy. In this article we discuss the evolution of corporate philanthropy. Part 2 will be published in the subsequent non-profit...
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What is a Custodian? While much of the focus of fiduciaries is on asset allocation, manager selection and consultant selection, don’t overlook the role of the custodian. A custodian is an...
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While we recognize that market psychology is not impervious to the flow of economic and market fact, the interpretive process on how good or bad things are is what brings magic and mystery to...
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OVERVIEW Over the past decade, technological developments once considered the stuff of science fiction have become commonplace. From smartphones to smart homes – with online thermostats,...
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