Transamerica Sage Cash Balance Solution
Each strategy starts with a base asset allocation target at the beginning of the year, and as each gets close to achieving that year’s Interest Crediting Rate (ICR)* target, the Sage team will employ a glide path to de-risk the strategy.
Featured Insights
Retirement
Sage Cash Balance Strategies Overview
Sage has long history of crafting solutions for liability-oriented clients, including Cash Balance Plans.
Retirement
Cash Balance: Bring Investment Management Into Focus
Watch Meghan Elwell, Director of Strategy Development at Sage discuss the Cash Balance landscape.
Cash Balance Portfolio Shift Commentary 02/24/2017
The Sage Cash Balance Portfolio Shift Commentary provides insight on recent portfolio changes.