Data and Research | September 12th, 2022 Higher Discount Rates Offset Lower Equity Values in August Pension funding status improved slightly in August, according to Sweta Vaidya, North American head of Solution Design with Insight Investment.
Compliance | December 15th, 2021 Delta Air Line’s Interest Rate and Mortality Assumptions Challenged in Court The plaintiffs in a new ERISA lawsuit suggest Delta Air Line’s pension plans’ annuity conversion factors were set decades ago,...
Investing | July 20th, 2021 Plan Progress Webinar: Mid-Year Investment Review At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors...
Investing | September 2nd, 2020 Inflation Is Not All Bad. In Fact It Is Essential for Growth. Many find it counterintuitive that the U.S. Federal Reserve would want to push up inflation, but it has some good...
Investing | August 28th, 2020 New Normal for Interest Rates Embraced by Federal Reserve In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution...
Investing | July 16th, 2020 Some Say Coronavirus Will Cement New Normal for Rates The world has indeed embraced a new normal—but not one necessarily tied to interest rates.
Opinions | September 3rd, 2019 Barry’s Pickings: Meaning for DC Plan Participants of Decreases in Interest Rates Michael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive...
Investing | August 15th, 2019 Caution Warranted When Tying Yield Curve Inversions to Recession One expert suggests the current yield curve inversion—often called a harbinger of recession—is due more to declining inflation expectations and...
Investing | August 9th, 2019 Explaining the ‘New Normal’ for Interest Rates "The new normal for interest rates simply means that retirement investors have to take more risk,” says Steve Foresti, CIO...
Opinions | July 2nd, 2019 Barry’s Pickings: Living With Interest Rates: Money Versus Time Michael Barry, president of O3 Plan Advisory Services LLC, discusses how interest rate movement affects retirement savings and what retirement...
Investing | December 5th, 2018 Institutional Investors Bracing for Continued Market Volatility in 2019 They also expect the bull market will end in the coming year.
Investing | September 24th, 2018 Rising Short-Term Interest Rates Can Benefit Retirement Investors Higher short-term rates translate into additional income for investors from their bond portfolios, and their fixed-income allocation should provide greater...
Investing | August 23rd, 2018 Important Information Regarding Interest Rates’ Effects on Fixed Income Vehicles An Insights article from Cammack Retirement notes how different fixed income vehicles perform under a rising interest rate environment and...
Investing | April 30th, 2018 Tax Reform Could Impact Corporate Bond Supply, LDI Strategies Willis Towers Watson researchers present various opportunities “outside of traditional hedging assets other than long corporate credit that may be...