Posts by Michael Clark
Annuity purchases: Fiduciary arrangements
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.
Read MoreManaging pension risk in 2021
What pension risks are most prevalent in 2021 and what are some ideas plan sponsors should be thinking about to optimize their risk management this year?
Read MoreAnnuity purchases: Fiduciary responsibility
With the first installment of our annuity purchase video series we discuss the fiduciary responsibility of a pension plan sponsor.
Read MoreIt’s time to consider a deliberate pension plan funding policy
Companies are obligated to contribute at least the minimum required contribution as required by law, and for some companies that is all that they can afford to contribute. However, depending on the ultimate goals and objectives of a pension plan sponsor, there are reasons to create a contribution policy to guide budgeting and decision making to better manage funded status risk within a plan.
Read MoreGetting your pension plan off autopilot
Take a look at any pension funded status index over the last two decades and you’ll see plenty of ups and downs, but not much overall progress.
Read MoreInsurer annuity pricing & solvency – the impact of COVID-19
Plan Sponsors embarking on an annuity purchase face additional uncertainty and risks due to the impact of COVID-19.
Read MoreInnovative investment strategies in volatile times
We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on investment markets, on daily life, and on institutional investment pools such as pension funds and endowments.
Read MoreInterest rates – where to from here? 2019 update
In May of this year, we released our view on the current state of interest rates including the specific drivers that could affect rates through the end of 2019.
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