News & Insights

Real Time News Alerts

Subscribe to receive real-time O3 News and insights to your inbox.

November 2017 Pension Finance Update

December 01, 2017

Stock markets brought more good news to pension sponsors in November, with a continuation of the remarkably steady bull market of 2017. Both model plans we track saw improvement in funded status last month: traditional Plan A improved 1% and is now up almost 5% for the year, while the more conservative Plan B improved a fraction of 1% in November ahead almost 2% through the first eleven months of 2017. Read More

Current outlook – November 2017

November 29, 2017

In this Current outlook we briefly review the status of the Republican’s Tax Reform proposal and then discuss DOL’s finalization of an 18-month extension of its fiduciary rule transition relief. Read More

Latest SOA analysis shows year-over-year increase in mortality

November 20, 2017

On October 20, 2017, the Society of Actuaries released its MP-2017 mortality improvement scale (reflecting historical U.S. population mortality experience through 2015). Read More

October 2017 Pension Finance Update

November 01, 2017

The big story for pension sponsors in 2017 so far is the remarkably steady increases in stocks, which have gained ground every month this year, overcoming interest rates that continue to flirt with historic lows. October saw a continuation of this pattern, improving the funded status for both model plans we track . Traditional Plan A improved 1% last month and is now up more than 4% for the year, while the more conservative Plan B improved a fraction of 1% in October and is now ahead 1%-2% through the first ten months of 2017. Read More

Current pension outlook – October 2017

October 30, 2017

In this current outlook we discuss (1) reports that House Republicans are considering “Rothification” of 401(k) contributions over $2,400, (2) the possibility of a solution to regulatory obstacles to Open MEPs based on President Trump’s Healthcare Executive Order, (3) legislation approved by the House Financial Services Committee repealing the Department of Labor’s fiduciary rule, (4) the ERISA Industry Committee’s suit against the state of Oregon claiming that Oregon’s state retirement program is in some respects preempted by ERISA and (5) President Trump’s naming of a new head of the Department of Labor Employee Benefit Security Administration. Read More

Share this with your Colleagues:

Latest News:

  • November 2017 Pension Finance Update - Read More
  • Current outlook – November 2017 - Read More
  • Latest SOA analysis shows year-over-year increase in mortality - Read More
  • October 2017 Pension Finance Update - Read More
  • Current pension outlook – October 2017 - Read More
  • Cash Balance Plan Design - Read More
  • ReDefined Benefit Plan™ - Read More