July 2016 Archive

A note on the retirement savings tax benefit

July 25, 2016

We have found that, for many (including many experts), the retirement savings tax benefit is not particularly intuitive. In this note we discuss it in detail and with illustrations. Read More

Current outlook – July 2016

July 15, 2016

In this current outlook we discuss the recent decision by the Second Circuit in the Lehman stock drop case, the proposed revisions to Form 5500 and IRS’s closure of the determination letter program for individually designed plans. Read More

House Republican tax and retirement policy proposals

July 07, 2016

The Republicans in the House of Representatives, led by House Speaker Ryan (R-WI), are producing a series of policy proposals on critical issues, including, among others, tax reform and (as a sub-part of proposals on “Poverty, Opportunity, and Upward Mobility”) retirement security. Read More

Brexit: the impact on UK pensions and financial markets

July 20, 2016

Whether you agreed with the decision of the UK electorate or not, it is hard to underestimate how momentous this is. The ramifications are likely to be felt not just in the UK, but in Europe and indeed worldwide. The following article was written by our UK partner firm, Hymans Robertson, and provides insight, from a British perspective, on how the Brexit vote may affect UK Pensions and on the financial markets in general. Read More

Rob Harper elected as new Chair of Abelica Global

July 18, 2016

As the exclusive U.S. partner of Abelica Global, we are pleased to announce that Rob Harper, Partner at our sister firm in the UK, Hymans Robertson, has been elected chair of Abelica Global (AG), a global network of independent and like-minded actuarial firms. Each firm is a leader in its local market and is free to provide advice unconstrained by global policies set by a remote head office. Read More

Rob Harper elected Chair of Abelica Global

July 18, 2016

LONDON, 18 July 2016 ‒ Rob Harper, a Partner at UK firm Hymans Robertson and a Fellow of the Institute of Actuaries, has been elected Chair of Abelica Global, a global network of independent and like-minded actuarial firms. As Chair Rob will take on responsibility for the strategic direction and growth of the network, building on recent collaborations between its members firms. Download

June 2016 Pension Finance Update

July 01, 2016

Financial markets have been roiled in the past week by Brexit, adding to pain pension sponsors had already been suffering this year. Both model pension plans we track suffered setbacks in June – Plan A lost 4% last month, while Plan B was off 2%. Through the first half of 2016, Plan A is now down 10% and Plan B is down 5% Read More

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