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Quarterly Considerations 09/30/2018

General

At Your Fingertips – We continue to add informative research and analysis on topics such as interest rates, market volatility and diversification.

Plan Sponsors

Better Plan, Better Profits – A strong correlation exists between corporate financial performance and 401(k) plan quality. The higher a company’s 401(k) ratings in Brightscope, the better it fared on measures of revenue growth per employee, according to a T. Rowe Price study.

Big Relief – Pension plans are experiencing material increases in funded status from the rise in both equity markets and interest rates.  Funded statuses are now at multi-year highs with estimates of average funded ratios near 90%.

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