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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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13 Matching News Items |
| 1. |
USI Consulting Group and Clearstead
Apr. 7, 2020
"Plans that fared best in March were open/accruing benefits but have a large allocation to high quality long duration fixed income (this is a select group).... [S]uch ongoing plans saw liabilities decrease by approximately 7.6% in March, whereas old frozen plans experienced a 4.8% reduction in liability values. Plans with a more growth-oriented asset allocation strategy (i.e. more public equity) could have experienced larger asset declines (approximately -10%) than those with more of an LDI focus (approximately -7%)."
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| 2. |
USI Consulting Group and Clearstead
July 7, 2022
"With June 30 being the second most popular fiscal year end, plan sponsors will likely see discount rates in the 4.25%-4.75% range. This is an increase of 160-185 basis points from twelve months ago.... [M]ost plans will probably be around the same funded percentage as they were a year ago. Most sponsors will take that as a win, especially in the current environment."
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| 3. |
USI Consulting Group and Clearstead
June 5, 2022
"Ongoing inflation concerns, supply-chain issues, geopolitical risks, and uncertainty regarding slowing economic growth drove a continued sell-off in equities through most of May before a strong late month rally led to a very modestly positive month.... Despite the increased volatility in risk assets this year, plan sponsors should find themselves in a much-improved funded status position compared to year-end."
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| 4. |
USI Consulting Group and Clearstead
Mar. 6, 2022
"[T]he higher yields implicit from lower prices act as a great counterbalance on the pension plan balance sheet. Just in the first two months of this year, we are seeing lower liabilities from 6%-11% depending on duration thanks to a rising yield curve.... Only long-duration, open and accruing plans are seeing any meaningful gains thus far in 2022."
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| 5. |
USI Consulting Group and Clearstead
Oct. 11, 2021
"Volatility returned to the markets in September. Investors digested weaker economic data, negative headlines out of China's property sector, politics surrounding the ongoing debt ceiling, and a hawkish tone out of the Federal Reserve's last meeting." [Charts illustrate likely returns based on plan status and investment mix.]
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| 6. |
USI Consulting Group and Clearstead
July 8, 2021
"[T]he market movements of the past twelve months are giving us the highest readings in the Pension Indicator's history for June 30. While we certainly have experienced some good returns in broad equities at times over the past decade, the changing bond yields actually worked in plan sponsors' favor for once."
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| 7. |
USI Consulting Group and Clearstead
May 6, 2021
"The improvement in funded status over the past 10 months is remarkable. You can certainly find right now investments that are touting 70% returns over the past 12 months because the markets hit bottom at the beginning of those periods.... Now, coupled with the rise in interest rates, it is very possible that plan sponsors are seeing their highest funded status since before The Great Recession. For plans that have been frozen for some time waiting for a better day, that day may finally be here."
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| 8. |
USI Consulting Group and Clearstead
Dec. 8, 2020
"[P]lans invested for asset growth returned 8.1%, while LDI light portfolios also performed well, returning 6.6%. Liabilities were also generally higher in the month, with older frozen and cash balance plans up 2.6%–2.8%. More recently frozen plans and those with ongoing benefit accruals experienced liability increases of 4.1% and 5.5%, respectively. Plans with more of a growth orientation that have been frozen for a while may have experienced an increase in funded status of >5% in the month."
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| 9. |
USI Consulting Group and Clearstead
Oct. 8, 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."
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| 10. |
USI Consulting Group and Clearstead
May 8, 2017
"While assets continued on an upward trajectory, this was more than offset by lower bond yields. Regardless, with just two months left before the common June 30 fiscal year-end, plan sponsors are looking at some welcome relief on their balance sheets."
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