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By Dianne Tamburro, Principal, CFA, Practice Leader, Defined Contribution Insights - November 2023 All views expressed are the author's own and do not necessarily reflect the ...
Despite negative market returns, driven by a jump in annuity rates, Capital Accumulation Plan (CAP) member outcomes surged upward in the third quarter of 2023 ...
Capital Accumulation Plan (CAP) member outcomes continued their march upward in the second quarter of 2023, driven by increasing annuity rates and positive equity market ...
In the first quarter of 2023, Capital Accumulation Plan (CAP) member outcomes remained relatively unchanged as positive market returns were offset by declining annuity rates. ...
After reaching new highs at year end, Trump’s inauguration and subsequent tariffs had a significant impact on Capital Accumulation Plan (CAP) member outcomes by March ...
Capital Accumulation Plan Income Tracker (CAPit) - February 2023 Driven by market increases coupled with the continued rise in annuity rates, Capital Accumulation Plan (CAP) ...
