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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
December 2020 Pension Finance Update
December gave us one more turn of the screw from extraordinary 2020 stock markets, pushing pension sponsors into the black for the year.
Annuity Purchase Update: December 2020 Interest Rates
Pensions experienced their strongest month of the year in November. The average duration 7 annuity purchase interest rates increased 4 basis points and average duration 15 rates increased 1 basis point since last month as seen in the below graph titled Annuity Purchase Interest Rates.
November 2020 Pension Finance Update
Stocks enjoyed their strongest month of the year in November, propelling pensions toward positive territory for the year. Both model plans we track gained ground last month, with Plan A adding close to 5% and Plan B close to 2% during the month.