- Milliman FRM Market Commentary: November 2019
By Joe Becker | 11 November 2019
The global equity market in October notched its second consecutive monthly return of more than 2% and its eighth positive monthly return for 2019.
- Pension Funding Index November 2019
By Charles J. Clark, Zorast Wadia | 11 November 2019
In October, the funded status of the 100 largest corporate defined benefit pension plans increased by $11 billion as measured by the Milliman 100 Pension Funding Index.
- EIOPA consultation paper on the opinion on the 2020 review of Solvency II
By Aisling Barrett, Eoin King | 11 November 2019
This briefing note summarises EIOPA’s October 2019 consultation paper on its opinion on the Solvency II 2020 review.
- Financing social and affordable housing
By Eamon Comerford, Cormac Gleeson, Eoin King, Orlaith Lehane, Kevin Manning, Daniel McAleese, Matthew McIlvanna | 11 November 2019
The potential role of pooled investment funds in helping alleviate Ireland’s affordable housing crisis.
- Medicaid block grant risks and considerations
By Jeremy Cunningham, Mat DeLillo | 08 November 2019
This paper discusses the risks and considerations of changing Medicaid’s funding formula to a general block grant structure.
- 2020 COLAs for retirement, Social Security, and health benefits
By Milliman Employee Benefits Research Group | 08 November 2019
The 2020 adjusted figures for high-deductible health plans and health savings accounts included in this Client Action Bulletin were released by the IRS earlier this year and are provided here for convenience.
- 2020 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 06 November 2019
Key administrative dates and deadlines for defined benefit plans subject to ERISA and the Internal Revenue Code.
- 2019 Year-end compliance issues for single-employer retirement plans
By Milliman Employee Benefits Research Group | 06 November 2019
By year-end 2019, sponsors of calendar-year single-employer retirement plans must adopt necessary and discretionary plan amendments to ensure compliance with the statutory and regulatory requirements of ERISA and the tax code. This Client Action Bulletin looks at key areas - including administrative compliance issues - that defined benefit (DB) and/or defined contribution (DC) plan sponsors should address by Dec. 31, 2019.
- To quote Section 409A: An NDCP by any other name is still an NDCP
By Dominick Pizzano | 04 November 2019
This article highlights points to consider when conducting a Section 409A “to be or not to be” determination process.
- Hedge Cost Index October 2019
By Ram Kelkar, Daren Lockwood, Xiaohong Mo, Adam Schenck | 01 November 2019
The expected hedge cost for a hypothetical GLWB block (see Index Methodology1) is estimated to be 191 bps as of the end of October 2019, down 10 basis points from the previous month, driven by an increase in long-term interest rates.