Defined Contribution and Capital Accumulation Plans Consulting Posts

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How much is enough?

October 31, 2023
CAPit

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 ...

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Worry-free retirement

August 1, 2023
CAPit

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 ...

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Retirement concerns weigh heavy in current economic environment

May 11, 2023
CAPit

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. ...

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Annuities: The explanation between market declines and improving member outcomes

February 8, 2023
CAPit

Capital Accumulation Plan Income Tracker (CAPit) - February 2023 Driven by market increases coupled with the continued rise in annuity rates, Capital Accumulation Plan (CAP) ...

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CAP member protection in an inflationary environment

November 10, 2022
CAPit

Capital Accumulation Plan Income Tracker (CAPit) - November 2022 Soaring annuity rates, at levels not seen in decades, shielded members from the modest investment market ...

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The positive impact of rising interest rates for CAP Members

August 23, 2022
CAPit

Capital Accumulation Plan Income Tracker (CAPit) - August 2022 Rising interest rates and the corresponding rise in annuity rates helped to offset the falling investment ...

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