KCS Quarterly Review – 2Q’16

We are pleased to share with you the KCS quarterly review.  Pension America continues to find difficult footing, as traditional approaches to asset allocation inject much risk for little reward.  In this edition we discuss the market’s impact on plan liabilities, which continue to grow relative to plan assets.

Click to access KCS2Q16.pdf

As always, please don’t hesitate to reach out to us if we can provide any assistance to you or your participants.

2 thoughts on “KCS Quarterly Review – 2Q’16

  1. Thanks, Russ! Great to hear about the contacts made at Opal. What are the next steps with them? >

    • Thanks, Brett – for the first time in a long time I got the sense that plan sponsors were willing to hear about different approaches to managing DB plans, as the traditional approaches to asset allocation and investment structure have left these plans generally poorly funded. The idea of gaining greater transparency of their specific liabilities seemed to resonate. With greater insight of the plan’s liabilities, a more appropriate investment structure and asset allocation can be developed.

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