A necessary yet often overlooked step in the planning process is the recording of assumptions; those insights and expectations upon which the plan will be constructed. Sometimes referred to as ...

Retirement is a big question mark for most people. Even with planning, there will be some gray areas and opportunities for making assumptions about what to expect or how far your money will go. One of ...

There was a time when I thought the optimal goal of financial planning was to collect vast amounts of information, boil all of that information down to an extensive list of assumptions and ...

An enduring wave of novel class actions challenging the actuarial assumptions used to calculate certain pension benefits has prompted many sponsors of defined benefit pension plans to evaluate their ...

Financial Planning News — When it comes to long-term financial planning, many people believe they are being realistic. Whether the goal is retirement, a child’s education, or achieving financial ...

One recent line of ERISA litigation involves the actuarial equivalence factors used by defined benefit pension plans. The lawsuits apply both to active defined benefit pension plans and pension plans ...

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