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DoubleLine is an investment partner that helps clients navigate today’s pension, defined contribution (DC) and retirement income landscape. As a thought leader in asset allocation, DoubleLine combines decades of investment experience with practical insights to help clients make informed retirement income decisions.
DoubleLine offers plan sponsors a suite of investment solutions, tailored for retirement plans and participants. Our mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs) and custom separate accounts can all be made available to participants. Visit DoubleLine.com/Strategies/ for a list of all DoubleLine investment solutions.
Short-Term BondLow Duration Bond
Intermediate Core BondSecuritized Income
Intermediate Core Plus BondCore Plus Fixed IncomeTotal Return Bond
Multi-Sector BondFlexible Income
Long-Term BondLong Duration Total Return
EquityShiller Enhanced CAPE®
DoubleLine is a partner to plan committees and their trusted consultants and advisors. To continue discussions around evaluating retirement income solutions, investment policy statement considerations or asset allocation decisions, please email Retirement@DoubleLine.com.
HIGHLIGHTED RESOURCE: “Retirement Income Solutions Are Purple” – Decision-Making Toolkit for Consultants and Committees
Retirement income analysis and decion making can be complex, but the decisions don’t have to feel unmanageable. The PURPLE framework helps committees, advisers, and plan sponsors bring structure and clarity by organizing the large universe of retirement income options into two simple buckets: Products and Services.
With those buckets in place, our open-source toolkit helps you:
Whether you’re a fiduciary, consultant, or plan sponsor, this framework delivers clarity, governance, and a clear path to follow when making retirement income decisions.
Explore the full E-Book here
HIGHLIGHTED RESOURCE: Decision-Making Toolkit for Consultants and Committees
The evaluation process for retirement income products and services continues to be a complex decision for plan sponsors. Below, we discuss a thoughtful, color-coded approach to help outline a process for committees. To request the full Retirement Income Decision-Making Course and Toolkit, please email Retirement@DoubleLine.com.
How Retirement Committees Can Review Retirement Income Products and Services – Part I
HIGHLIGHTED RESOURCE: Adviser and Client Product and Service Availability Checklist
The inventory checklist helps advisers and consultants assess available Products and Services with their clients, an important step in the retirement income decision-making process.
To request the full Investment Policy Statement Considerations Course and Toolkit, please email Retirement@DoubleLine.com.
HIGHLIGHTED RESOURCE: Securitized Products in Retirement Accounts – Hiding in Plain Sight
Watch a short video primer on the diversification benefits of securitized credit and how active management in fixed income can benefit investment menus in these four sectors of Securitized Credit:
For the full webinar on all securitized products and more on the multipurpose role of fixed income in retirement-income asset allocation, please email Retirement@DoubleLine.com.
DoubleLine does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax or legal questions and concerns. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.
Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.
