Pension Plan Glidepath: An Investment Opportunity

Pension Plan Glidepath: An Investment Opportunity

Pension Plan Glidepath: An Investment Opportunity Many frozen pension plan sponsors have established “glidepaths” to manage the allocation of assets between growth assets (typically equity) and hedging assets (typically fixed income). These glidepaths are designed to...
Retirement Update – September 2020

Retirement Update – September 2020

Monthly Retirement Update Retirement Update – September 2020 Key Takeaways: The US stock market had its best August since 1986, with the S&P500 hitting new all-time highs led by technology stocks Pension interest rates increased as well offsetting the...
Retirement Update – August 2020

Retirement Update – August 2020

Monthly Retirement Update Retirement Update – August 2020 Key Takeaways: Pension interest rates tumbled another 0.40%, bringing the year-to-date decline to almost a full 1.00%. With the continued decrease in discount rates, liabilities for most plans will have...
Retirement Update – July 2020

Retirement Update – July 2020

Monthly Retirement Update Retirement Update – July 2020 Key Takeaways: Discount rates were down slightly in June, with the average plan’s rate down ~0.10%. This will translate into pension liability increases of 0.7% – 1.5%. Equity returns continued their...
Retirement Update – June 2020

Retirement Update – June 2020

Monthly Retirement Update Retirement Update – June 2020 Key Takeaways: Market volatility continued throughout the month of May as the world continues to deal with the COVID-19 pandemic. The equity rally that began in April continued through the month of May,...
Potential Funding Relief Coming for Pension Plan Sponsors

Potential Funding Relief Coming for Pension Plan Sponsors

Potential Funding Relief Coming for Pension Plan Sponsors On Friday, May 15th the U.S. House of Representatives passed the “Health and Economic Recovery Omnibus Emergency Solutions Act” or the “HEROES Act” to provide a fourth round of economic relief in response to...