The strategic planning process includes time dedicated to discussing and capturing planning assumptions. These often consist of thoughts, opinions, observations, and predictions of what the future may ...

A necessary yet often overlooked step in the planning process is the recording of assumptions; those insights and expectations upon which the plan will be constructed. Sometimes referred to as ...

When it comes to retirement planning, “hope for the best, plan for the worst” is a reasonable motto. Given that many retirees fear running out of money more than they fear death, it’s only prudent for ...

The CEO described to me his company’s planning process with a tone of frustration. It sounded to me that the company’s managers saw the process as a chore and not a tool. The key, in this situation, ...

Retirement is a big question mark for most people. Even with planning, there will be some gray areas and opportunities for making assumptions about what to expect or how far your money will go. One of ...

An enduring wave of novel class actions challenging the actuarial assumptions used to calculate certain pension benefits has prompted many sponsors of defined benefit pension plans to evaluate their ...

This analyst blog is part of our coverage of the 2016 Morningstar Investment Conference. During the final breakout session of the 2016 Morningstar Investment Conference, Christine Benz moderated a ...

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