Article: Q3 2022 Plan Universe Snapshot

Defined Benefit Plans in the Investment Metrics Plan Sponsor Universes posted a median net return of -4.5% and      -18.2% for the third quarter and year to date ending September 30, respectively. This marks the first time since 2009 that...

Article: Large Plans Benefit from Illiquid Investments

Large Institutional Plans Struggle in 2022 The inflation concerns from 2021 have materialized and were amplified by the Russian invasion of Ukraine in February 2022. In addition, energy prices have soared in the first six months of this year and have contributed to...