November 2017 Archive

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

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Latest News:

  • Budget deal retirement savings provisions - Read More
  • January 2018 Pension Finance Update - Read More
  • DB funding and 2017 tax planning - Read More
  • PBGC finalizes regulation revising missing participant program - Read More
  • Current outlook – 2017 year in review - Read More
  • Cash Balance Plan Design - Read More
  • ReDefined Benefit Plan™ - Read More