Plan sponsors embarking on an annuity purchase should understand the impact COVID-19 has had on the insurers participating in their transaction and what this means for their safety going forward. Despite the pandemic, 2020 was a robust year for transactions and insurer balance sheets have generally held up.

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With the second installment of our annuity purchase video series we discuss the different types of roles played by service providers, as well as the fiduciary arrangements they make with the plans they serve.

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Private Equity is illiquid and challenging to benchmark. Many investors use “S&P 500 +3%” in order to compare performance in the absence of an observable, investable asset.

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Recent bouts of volatility have made headlines and questions are being asked of one of the longest equity bull markets in history. However, strategies to protect against declines in the equity market have been steadily getting cheaper and are now at multi year lows…

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