Wealthcare's Held-Away Account Trading and Management Partner
GDX360® Capital Market Assumptions were updated on February 19, 2023. The initial CMA (used for the first ten years of the plan) has been updated but not the Normative CMA (used from plan year 11 and beyond). The inflation assumption remains at 2.85% for the next ten years since returns for stocks and bonds is expected to rise. Risk assumptions also modestly increased. Our testing shows that 98% of plans on the 2022 CMAs will experience a plan confidence impact of -1 to +4. All plans/profiles still on the 2021 CMA’s have been updated to use the 2022 CMA’s. Any plans or profiles already on the 2022 CMA’s can be swapped forward to the 2023 CMA’s over the next year.
NEW FOR 2023 – Global Plan and Profile Swap – see the CMA Swapping QRG below for instructions to globally swap all your plans and profiles at once.
2023 CMA Webinar Slides
2023 CMA Differences Spreadsheet
