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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: March 2019 Interest Rates
March 2019 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 2.81% – 3.5% 3.22% – 3.48% Average Rate: 3.17% 3.37% During 2018, the market experienced a favorable upward trend of rising interest rates which generally increased US defined benefit plan funding ratios. As interest rates climbed in 2018, plan liabilities dropped which…
February 2019 Pension Finance Update
Pension finance enjoyed a second straight good month to start 2019, as both stocks and interest rates moved higher. Both model plans we track[1] improved in February: Plan A gained 2% and is now up 5% for the year, while Plan B gained less than 1% and is ahead almost 2% through the first two months…
Annuity Purchase Update: February 2019 Interest Rates
February 2019 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 3.01% – 3.55% 3.32% – 3.55% Average Rate: 3.25% 3.45% During 2018, the market experienced a favorable upward trend of rising interest rates which generally increased US defined benefit plan funding ratios. As interest rates climbed in 2018, plan liabilities dropped which…