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...
Retirement Update – May 2020

Retirement Update – May 2020

Monthly Retirement Update Retirement Update – May 2020 Key Takeaways: Markets experienced a strong rebound in April after COVID-19 roiled markets in March. While the virus continued to spread, some areas began to see lower infection rates and reopen economies...
A case study in liquidity – because when it rains, it pours!

A case study in liquidity – because when it rains, it pours!

A case study in liquidity – because when it rains, it pours! Executive SummaryLiquidity management is of increasing importance on the agendas of trustees and plan committee members, with many plans potentially now paying out more cash out than is coming in and with...
Insurer Annuity Pricing & Solvency – The Impact of COVID-19

Insurer Annuity Pricing & Solvency – The Impact of COVID-19

Insurer Annuity Pricing & Solvency – The Impact of COVID-19 Plan Sponsors embarking on an annuity purchase face additional uncertainty and risks due to the impact of COVID-19.  Transactions will continue, but awareness of market conditions and performing due...
Retirement Plan Provisions in the Coronavirus Stimulus Bill

Retirement Plan Provisions in the Coronavirus Stimulus Bill

Retirement Plan Provisions in the Coronavirus Stimulus Bill On March 27th, 2020, Congress passed and the President signed the CARES Act, a massive stimulus package in response to the ongoing public health and economic crisis caused by the COVID-19 pandemic. Among the...
Retirement Update – January 2020

Retirement Update – January 2020

Monthly Retirement Update Retirement Update – January 2020 Key Takeaways: Discount rates were quiet in December, ending the month up slightly from November, but still much, much lower than they were at the end of 2018.  Equity markets posted a solid month to...