Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Institutional Plan Sponsors Experience Modest First Quarter Gains
Northern Trust May 27, 2014
"Positive gains across all asset classes helped institutional plan sponsors gain a median return of approximately 2 percent in the first quarter of 2014 ... Asset allocation per segment was as follows: Public Funds were weighted towards U.S. equity (32.7 percent) and international equity (22.9 percent); Foundations & Endowments were weighted towards private equity (23.3 percent) and U.S. equity (20.2 percent); Corporate ERISA plans were weighted towards U.S. fixed income (36.8 percent) and U.S. equity (29.3 percent)."
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