Articles

Where to From Here? Long-Term Interest Rates Under a New Political Regime

Where to From Here? Long-Term Interest Rates Under a New Political Regime

One of the biggest stories since the November 8 election is the increase in US interest rates for bonds with maturities of 10 years or more. Investors, especially those with long-term liabilities such as pension plan sponsors, are rightly very interested in where these interest rates are likely to head from here…

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2016 Pension Plan Report Card – Mostly Above Average

2016 Pension Plan Report Card – Mostly Above Average

  Download a PDF version of this article… 2016 was an interesting year for many reasons. Long corporate interest rates continually declined until just after mid-year and then shot up after Election Day. At their lowest point, rates were almost 1%...

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IRS Mortality Tables… Finally!

IRS Mortality Tables… Finally!

  Download a PDF version of this article… On December 29, 2016 the IRS released proposed rules prescribing mortality tables for minimum funding purposes starting with 2018 plan years. We have been waiting for these new tables since the Society...

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2017 IRS Limits

2017 IRS Limits

On October 27, 2016, the Internal Revenue Service announced dollar limitations for pension plans and other retirement-related items for 2017. See the attached document for a summary of these updates and a comparison with prior limits. The IRS release can be found...

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Pension Plan Annuity Purchases: The Time is Now!

Pension Plan Annuity Purchases: The Time is Now!

Join James Walton and Michael Clark of P-Solve for a discussion of why now is the time for your pension plan to purchase annuities for some or all of your retirees. Learn how annuity purchases save your company significant money, how the marketplace has evolved to...

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P-Solve View on U.S. Election

P-Solve View on U.S. Election

The Trump presidential victory did surprise the markets, with the initial reaction overnight being quite negative for many markets. However, the reaction as of this afternoon is muted (at least as far as equities are concerned) as investors try and work out which...

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