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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Anchor 3(16) Fiduciary Solutions
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Pentegra
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Pension Indicator, September 2018
USI Consulting Group and Clearstead
Oct. 9, 2018 "September was favorable from a liability perspective ... [A] balanced portfolio for a frozen pension plan likely saw improved funding status in the month. For the year, liabilities are down 4.6%-7.5% according to the FTSE Pension Liability Index, depending on their duration.... Additionally, contribution activity in September was exceptionally high among plan sponsors due to tax benefits that expired on 9/15/18. If returns are even flat for the year, many plan sponsors may be in a position to de-risk." MORE >> |
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