Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits
Published . Updated .
This final rule amends the Pension Benefit Guaranty Corporation's regulation on Allocation of Assets in Single-Employer Plans to prescribe the spreads component of the interest assumption under the asset allocation regulation for plans with valuation dates of October 31, 2026-January 30, 2027. These interest assumptions are used for valuing benefits under terminating single-employer plans and for other purposes.
Directly affected
- No company is named in this report.
Indirectly affected
- RAA SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
GA selected RAA as a RELATED security because its canonical security name directly matches this event's themes: allocation, assets. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF
GA selected AOM as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AVMA AVANTIS MODERATE ALLOCATION ETF
GA selected AVMA as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF
GA selected BUFG as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF
GA selected BUFT as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
This final rule amends the Pension Benefit Guaranty Corporation's regulation on Allocation of Assets in Single-Employer Plans to prescribe the spreads component of the interest assumption under the asset allocation regulation for plans wit…
Source: Federal Register
Smi 3Fourteen Real Asset Allocation Etf (RAA) since this story, compared with the market
Since the first closing price after “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” Smi 3Fourteen Real Asset Allocation Etf (RAA) is +0.23%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.63% difference versus the market.
The Taiwan Strait count beside this story
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits.” The recent pace is rising.
Who gains and who loses around Smi 3Fourteen Real Asset Allocation Etf (RAA)
Companies carried with this story
- RAA Smi 3Fourteen Real Asset Allocation Etf
In “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” Smi 3Fourteen Real Asset Allocation Etf (RAA) is linked, with no stored direction, medium confidence. Reason on file: GA selected RAA as a RELATED security because its canonical security name directly matches this event's themes: allocation, assets. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AGZD Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund
In “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is linked, with no stored direction, medium confidence. Reason on file: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOM Ishares Core 40/60 Moderate Allocation Etf
Ishares Core 40/60 Moderate Allocation Etf (AOM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits.” Reason on file: GA selected AOM as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AVMA Avantis Moderate Allocation Etf
For “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” Avantis Moderate Allocation Etf (AVMA) is linked, with no stored direction, medium confidence. Reason on file: GA selected AVMA as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BUFG Ft Vest Buffered Allocation Growth Etf
For “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” Ft Vest Buffered Allocation Growth Etf (BUFG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BUFG as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BUFT Ft Vest Buffered Allocation Defensive Etf
For “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” Ft Vest Buffered Allocation Defensive Etf (BUFT) is linked, with no stored direction, medium confidence. Reason on file: GA selected BUFT as a RELATED security because its canonical security name directly matches this event's themes: allocation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How a Taiwan Strait shock reaches Smi 3Fourteen Real Asset Allocation Etf (RAA)
Smi 3Fourteen Real Asset Allocation Etf (RAA) is the company in “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits,” the 13 Oct 2026 Taiwan Strait story.
The link for Smi 3Fourteen Real Asset Allocation Etf (RAA) is this: GA selected RAA as a RELATED security because its canonical security name directly matches this event's themes: allocation, assets. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD), is listed for a different reason: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for Smi 3Fourteen Real Asset Allocation Etf (RAA), and the dates in the story
Dates written in “Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits”: for plans with valuation dates of (31 October 2026); valuation dates of October 31, 2026 (30 January 2027).
AGZD traded between 22.49 and 22.70 across 20 sessions. The latest close on file is 22.56. AOM traded between 48.52 and 49.67 across 20 sessions. The latest close on file is 48.62. RAA traded between 29.89 and 30.47 across 20 sessions. The latest close on file is 30.16.
How strong the case is around Smi 3Fourteen Real Asset Allocation Etf (RAA)
54 out of 100
“Allocation of Assets in Single-Employer Plans; Interest Assumptions for Valuing Benefits” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.