March 5, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.
Product Categories: Retirement
Cash Balance Strategy Monitor January 2021
February 9, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.
Asset Liability Quarterly Monitor 4Q20
Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s liabilities with the primary objectives of meeting benefit payments and limiting funded status volatility, in addition to robust asset/liability diagnostics each quarter.
Cash Balance Strategy Monitor November 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.
Cash Balance Strategy Monitor October 31, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.
Asset Liability Quarterly Monitor 3Q20
Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s liabilities with the primary objectives of meeting benefit payments and limiting funded status volatility, in addition to robust asset/liability diagnostics each quarter.
Cash Balance Strategy Monitor September 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.
An Introduction to Cash Balance Retirement Plans
Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this type of retirement plan, and how financial advisors can make Cash Balance Plans a successful part of their practice.
Sage Cash Balance Plan Strategies
Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate targets, and investment time horizon. We offer scalable strategies that leverage Sage’s analytical framework for Cash Balance portfolio construction and expertise in managing multi-asset class strategies.
Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits and the opportunity to squeeze 20 years of savings into 10. With these new limits, the partners can contribute 75% to 150% more to their savings plans.