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Posts Tagged ‘rate of return’

Throwing Darts in the Dark: Reasons to Review Your DB Plan Glide Path

By Mike Paolucci

For an employer, the ultimate goal of a defined benefit (DB) plan is to provide the retirement benefits promised to retirees. To accomplish this goal of funding those benefits and the related costs of providing them, an investment portfolio must generate sufficient returns—or a targeted rate of return (ROR). Asset allocation, or the practice of…

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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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