Organizations hire us to partner with them to design and implement custom solutions for their investments and liabilities while properly managing risk.
Waltham, MA
Joined October 2013
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Explore the journey of a not-for-profit company as they navigated the pooled employer 401(k) plan (PEP) market. Hear from Kelly Fanella, Executive Director of the Conference of Consulting Actuaries.
agilis.llc/resources/highlig…
@AgilisLLC is proud to announce that James Walton, Managing Director at Agilis, has been named a 2024 Knowledge Broker by Chief Investment Officer (CIO) magazine.
ai-cio.com/lists/2024-knowle…
Despite a steady funded status in July, some corporate pension plans faced declines, influenced by falling discount rates and fluctuating markets.
Understand what these developments mean for your pension plan. Read the full planadvisor article here: planadviser.com/pension-fund…
May 2024 US Pension Briefing: Market shifts positively impact pension plans.
- Discount Rates dip amid market volatility.
- Equities & Fixed Income surge, boosted by solid earnings cooling inflation.
agilis.llc/resources/briefin…
Compare the protections of PBGC vs. State Guaranty Associations (SGAs) for pension benefits in insolvency. Discover key differences, regulations, and impacts in this analysis by Joseph Anzalone, Michael Clark, and James Walton.
agilis.llc/resources/thought…
More coverage of our recent hiring of Scott Carroll. Thanks, @PLANSPONSOR for helping us spread the word. plansponsor.com/retirement-i…
Check out our contribution to the @PLANSPONSOR roundup of what happened with pension plan funded status over the month of March. plansponsor.com/corporate-pe…
Check out our feature with @TheMorningPulse from Broadcast Retirement Network #BRNAM where Agilis Chief Commercial Officer @MichaelClarkFSA talks pension risk transfers with Jeff Snyder. youtube.com/watch?v=0HLLpOrX…
Markets can be very useful at signaling certain concerns ... However, there is no substitute to performing fundamental, bottom-up evaluation of insurance companies when selecting a PRT provider.
agilis.llc/resources/thought…
We're extremely excited to have Bill join our team!
Agilis Partners names managing director pionline.com/money-managemen… via @pensionsnews
What do #pension plan sponsors need to consider when the money leaving the plan through benefit payments and expenses is more than what's coming in through contributions and investment income?
agilis.llc/pension-investing…
QDIA's are an important element of any retirement plan, with PEPs even more so. Check out our latest thought piece that discusses what employers need to know about PEPs and their QDIA.
agilis.llc/why-qdias-are-a-k…
How does fiduciary risk change when you trade in your current retirement plan for a pooled employer plan? Our latest video has the answers!
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How do pooled employer plans charge fees and why should you take a close look at the market when considering a PEP. Our latest video on the pooled employer plan market.
agilis.llc/video-pooled-empl…
Institutional investors can employ leverage to increase expected returns. This increase in expected returns must be balanced against an increased risk of loss. Check out this piece on how to use leverage safely: agilis.llc/using-leverage-to…
Check out our latest video that provides an overview of pooled employer retirement plans.
#PEP #PooledEmployerPlan #401k #403b #definedcontribution
agilis.llc/video-pooled-empl…
We look forward to speaking at this event and connecting with people to discuss retirement plan options for companies, especially #PooledEmployerPlans
Even though the Q4 total pension buyouts were relatively small, 2022 still proved to be a record-breaking year for the industry as a whole with total sales at $48.3B.
Check out our quarterly commentary and our outlook for 2023.
agilis.llc/pension-plan-annu…
We have been involved in $22B+ in total PRT placements since '15 and an avg placement size of $110M. James Walton and @MichaelClarkFSA were recently quoted in an article from @Kozlowski_PI at @pensionsnews about fiduciary due diligence in the PRT market
pionline.com/pension-risk-tr…
Agilis Managing Director @ryanmcglothlin penned a piece for @Benefits_PRO discussing pension plan termination liability estimates and why many estimates that plan sponsors receive from their providers can be materially off.
Are most pension plans really close to being 'fully funded'? ift.tt/N8OZE2L
