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Posts Tagged ‘equity’

The Power of the PENsion: Where There’s a Window – Pension Plan Sponsors Moving to Act Before a De-Risking Window Closes

By Mike Paolucci

The equity and bond markets’ fall in recent months has captured the headlines and attention of anyone invested in a retirement plan. But as the rising rate environment has shaken the markets, it has helped improve the funding status of some pension plans and may have opened a window of opportunity for defined benefit (DB)…

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April 2025

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The E&F Advocate: Key Takeaways on Proposed Endowment Tax Changes

April 16, 2025
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