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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: October 2019 Interest Rates
October 2019 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 1.99% – 2.35% 2.19% – 2.59% Average Rate: 2.16% 2.39% Although annuity purchase interest rates decreased throughout the year, a jump in rates was observed at the start of the fourth quarter. The activity of plans purchasing annuities remained constant throughout…
2020 Increases for Retirement Plans, Social Security
The Social Security Administration just announced benefit increases effective in 2020. Current retirees will receive a cost-of-living increase, beginning in January 2020, of 1.6%, reflecting the increase in CPI-W between the 3rd quarter of 2018 and the 3rd quarter of 2019.
September 2019 Pension Finance Update
Both stocks and interest rates moved higher in September, helping plans partially recover from an awful August. Both model plans we track[1] gained ground last month: Plan A improved 2% last month but remains down almost 5% for the year, while Plan B gained less than 1% and remains down 1% through the first three quarters of…