Interest Rates – Where to From Here? 2019 Update

Interest Rates – Where to From Here? 2019 Update

Phil Gorgone In May of this year, we released our view on the current state of interest rates including the specific drivers that could affect rates through the end of 2019. Over the past seven months, a lot has happened with the various forces that have influenced...
Interest Rates – Where to From Here?

Interest Rates – Where to From Here?

Phil Gorgone Understanding the dynamics that drive interest rates is critical to understanding the level of current rates, why they have changed in the past, and how they might change in the future. This understanding allows investors and pension sponsors to make...
2018 Pension Plan Report Card – C+ Year

2018 Pension Plan Report Card – C+ Year

2018 Pension Plan Report Card – C+ Year Last year was a so-so year at best for most plan sponsors. For most of the year things looked good but by the end of 2018 there were few things to celebrate. The good news was that interest rates were up year-over-year,...
Fiduciary Implications of Pension Plan Annuity Purchases

Fiduciary Implications of Pension Plan Annuity Purchases

Fiduciary Implications of Pension Plan Annuity Purchases   Download a PDF version of this article… With the growing number of annuity purchases taking place in the market today, it is imperative that plan sponsors understand the fiduciary implications for implementing...