The Natixis 2021 Investment Management survey has been released. In one segment of the review 166 investment professionals across North America, who collectively represent $3.9 trillion in client assets under management and are responsible for selecting the products and strategies,...

In the latest ARPA news, New York State Teamsters Conference Pension and Retirement Fund (Syracuse, NY) with >33,000 participants is the third MPRA pension suspension plan to file an application with the PBGC for the SFA. The estimated payout is...

Longview Economics produced the graph below, which appeared in John Authers' (Bloomberg) post today. It certainly appears that the average US household is "all in" on equities! Previous peak ownership coincided with the massive unwinding of these positions from 1968...

There was an eye-popping headline on CNBC's website, "Workers at private companies have amassed more than $400 million (my emphasis) in state-run retirement programs". Sounds great, doesn't it? That's until one realizes that more than 430,000 accounts have been opened...

No new Special Financial Assistance (SFA) grants have been approved this week, as we continue to sit with five pension plan applications that have been approved by the PBGC to date. However, the House Committee on Education and Labor that...

Every once in a while you come across an article that just strikes a chord with you. I'm pleased to know Ron Surz, who is as passionate about trying to help our retirement industry as I am. The following article...

Fact 1: Managing a pension plan is NOT an easy endeavor. In fact, it is incredibly difficult. Forecasting the size of one's future workforce, their longevity, salary and benefit increases, inflation, market returns, contributions, etc. can be as difficult an...

It is the end of January 2022 and we still don't have the PBGC's Final Final Rules, but that doesn't mean that we aren't making some progress. According to the latest update from the PBGC's website, there are now 24...

No one's crystal ball is any clearer than the next person's. Sure, there are investors who are more disciplined, experienced, perhaps brighter, and luckier, but no one has a true knowledge of what awaits. Given this reality, market pros often,...

To date, the PBGC has approved the Special Financial Assistance (SFA) for 4 plans totaling just over $1 billion in grant money. The largest of these allocations was to Local 707 (1/19/22) which will receive $812.3 million. It remains the...