by Michael Clark, Joe Anzalone and Andrew Lape | Nov 18, 2022 | Pension Plan, Uncategorized
A summary and discussion of our article regarding the detrimental effects of pension plan funding relief provisions in 2023. Check Out Our Other Perspectives INVESTMENT ADVISOR: Investment advisory services are provided by Agilis Partners LLC, an investment...
by Joe Anzalone and Andrew Lape | Nov 3, 2022 | Pension Plan, Uncategorized
Many corporate pension plan sponsors have heard a similar story about an incredibly volatile 2022: “interest rates are way up, equity markets are way down, but overall, our pension plan’s funded status has improved.” But which funded status? The pension plan impact on...
by Vaidehi Hoyer and Andrew Lape | Sep 27, 2022 | Annuity Purchase, Derivatives, Pension Plan, Uncategorized
Every pension plan has risks. There are many risks but they tend to fall under three distinct groups: governance risks, funded status risks, and legal and compliance risks. Plan sponsors need to understand the various risks that their pension plan poses to their...