The information gathered from this survey can help answer the commonly-asked question: “Are my plan’s investment return assumptions reasonable?” Of course, there are many factors to consider when evaluating a plan’s investment return assumptions, such as its asset allocation, the maturity of its participant population, and the purpose of the measurement. Any of these factors can make the expected return for one plan very different from others. Therefore, this report does not opine on the reasonableness of any one plan’s investment return assumptions. Nevertheless, we hope this report will be a useful resource for trustees, actuaries, and investment professionals alike.
Horizon Actuarial sincerely thanks the 42 investment advisors who participated in the 2023 edition of this survey.
The report on the results of the 2023 Survey can be viewed below.