by Michael Clark, Joe Anzalone and James Walton | Dec 1, 2022 | Annuity Purchase, Pension Plan, Uncategorized
What kind of due diligence do plan sponsors need to perform on potential insurers before they transfer their pension liabilities to them? Watch our short video below to understand what you need to know. Check Out Our Other Perspectives INVESTMENT ADVISOR: ...
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 Michael Clark, Joe Anzalone and James Walton | Oct 27, 2022 | Annuity Purchase, Pension Plan, Uncategorized
It’s important for pension plan fiduciaries to understand who the various service providers are in an annuity purchase and what options fiduciaries have in selecting them. Watch our short video below to understand what you need to know. Check Out Our Other...
by Michael Clark, Joe Anzalone and James Walton | Aug 22, 2022 | Annuity Purchase, Pension Plan, Uncategorized
It’s important for pension plan fiduciaries to understand their responsibilities when selecting an insurer as part of an annuity purchase transaction. Watch our short video below to understand what you need to know. INVESTMENT ADVISOR: Investment advisory...