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...
Investment Commentary and Outlook as of July 9

Investment Commentary and Outlook as of July 9

Volatility in Context Investment Commentary and Outlook as of July 9 This is the next installment of our series that addresses the effects of the COVID-19 pandemic on markets and economies.  What We Are Seeing on the Virus Front:The US is experiencing a sharp...
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,...
Pension Plan Annuity Purchase Update – Q1 2020

Pension Plan Annuity Purchase Update – Q1 2020

Pension Plan Annuity Purchase Update Pension Plan Annuity Purchase Update – Q1 2020 Market ActivitySource: LIMRA Secure Retirement InstituteTotal pension buyout sales totaled $4.5 billion in the first quarter of 2020, a decrease of 6% compared to the first quarter of...