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Retirement Plan Performance at Mid-Year 2021
October Three Consulting Link to more items from this source
July 16, 2021

"The 'home run' here -- for a DB plan sponsor and for a DC participant -- is when [both] stock values and interest rates go up.... This century (and prior to 2021), only 2013 produced such a result ... This 'home run' scenario recurred between last July, when interest rates bottomed out, and March of 2021, when rates peaked.... The question, here at mid-year 2021, is whether this (relatively short term) trend will continue."

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