To give you the best possible experience, this site uses cookies. If you continue browsing, you accept our use of cookies. You can view our privacy policy to find out more about the cookies we use.
Accept
Change the Way You Look at Defined Benefit Plans.
In an industry where confusion and skepticism run high, we’re building a refreshingly new approach—one based on innovation, understanding and transparency.
Retirement Plans and
Client Relationships…Redefined
Innovation
We design innovative solutions that fit both the urgent needs of today and the impending needs of the future.
Transparency
Operating with full openness, we’re lifting the veil of mystery that shrouds the Defined Benefit landscape to give you a refreshing level of insight into your plan.
Clarity
In a volatile industry, we’re building a new understanding about where the Defined Benefit market is headed and how your DB plan can evolve to deliver more.
Building Great Relationships
Services That Add Value
Our Perspective
Annuity Purchase Update: June 2019 Interest Rates
June 2019 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 2.27% – 2.79% 2.64% – 2.95% Average Rate: 2.61% 2.85% The first quarter of 2019 shows a noticeable drop in annuity purchase interest rates. The second quarter has continued the trend as rates fell again in June.
May 2019 Pension Finance Update
Pension finances got clobbered in May, due to falling stock markets and lower interest rates, giving back gains enjoyed earlier in the year. Both model plans we track[1]lost ground last month: Plan A lost 6% and is now down almost 2% for the year, while Plan B lost close to 2% and is now basically…
Annuity Purchase Update: May 2019 Interest Rates
May 2019 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 2.67% – 3.65% 3.02% – 3.60% Average Rate: 3.00% 3.20% The first quarter of 2019 shows a noticeable drop in annuity purchase interest rates. The second quarter may show a different trend as rates rose in May.