News

BP 401(k) Model Allocations – Q3/2024

ATTN BP Employees, We are pleased to announce updated 401k allocation recommendations have been released for Q3/2024. For clients who are enrolled in our 401(k) direct management services, your 401(k) investment positions have already been updated and you do not need to take any action at this time. If you do not currently utilize our 401(k) [...]

July 8, 2024|

RAP/Pension InterestRate Chart May 2024

ATTN BP Employees, Updated interest rates that impact your BP Pension (BP RAP) have been released. For a clear understanding of these changing rates, please find attached our interest rate chart detailing the current interest rates influencing your BP RAP and our predictions for where they may head in the future.  The top row contains the [...]

June 4, 2024|

RAP/Pension InterestRate Chart April 2024

ATTN BP Employees, Updated interest rates that impact your BP Pension (BP RAP) have been released. For a clear understanding of these changing rates, please find attached our interest rate chart detailing the current interest rates influencing your BP RAP and our predictions for where they may head in the future.  The top row contains the [...]

May 2, 2024|

Hilcorp 401(k) Model Allocations – Q2/2024

ATTN Hilcorp Employees, Q2/2024 401k allocation recommendations have been updated. We have modified our allocations to have a higher exposure to small and mid-cap funds. We also reduced exposure to Large Cap Value and added to the S&P 500 index. The stock market has been off to a good start so far this year, but the [...]

April 3, 2024|

HF Sinclair 401(k) Model Allocations – Q2/2024

ATTN HF Sinclair Employees, Q2/2024 401k allocation recommendations have been updated. We have modified our allocations to have a higher exposure to small and mid-cap funds. We also reduced exposure to Large Cap Value and added to the S&P 500 index. The stock market has been off to a good start so far this year, but [...]

April 3, 2024|

Marathon 401(k) Model Allocations – Q2/2024

ATTN Marathon Employees, Q2/2024 401k allocation recommendations have been updated. We have modified our allocations to have a higher exposure to small and mid-cap funds. We also reduced exposure to Large Cap Value and added to the S&P 500 index. The stock market has been off to a good start so far this year, but the [...]

April 3, 2024|

BP 401(k) Model Allocations – Q2/2024

ATTN BP Employees, Q2/2024 401k allocation recommendations have been updated. We have modified our allocations to have a higher exposure to small and mid-cap funds. We also reduced exposure to Large Cap Value and added to the S&P 500 index. The stock market has been off to a good start so far this year, but the [...]

April 3, 2024|

RAP/Pension InterestRate Chart March 2024

ATTN BP Employees, Updated interest rates that impact your BP Pension (BP RAP) have been released. For a clear understanding of these changing rates, please find attached our interest rate chart detailing the current interest rates influencing your BP RAP and our predictions for where they may head in the future.  The top row contains the [...]

April 3, 2024|

RAP/Pension InterestRate Chart February 2024

ATTN BP Employees, Updated interest rates that impact your BP Pension (BP RAP) have been released. For a clear understanding of these changing rates, please find attached our interest rate chart detailing the current interest rates influencing your BP RAP and our predictions for where they may head in the future.  The top row contains the [...]

February 27, 2024|

RAP/Pension InterestRate Chart January 2024

ATTN BP Employees, Updated interest rates that impact your BP Pension (BP RAP) have been released. For a clear understanding of these changing rates, please find attached our interest rate chart detailing the current interest rates influencing your BP RAP and our predictions for where they may head in the future. What You Need to Know: [...]

February 9, 2024|
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