[QUOTE=DLax85;3124963]What current source is forecasting a 6.5% Return on Assets for a balanced fund of 50% stocks/50% /QUOTE]
One of the things FedEx has done great with is realistic expectations of returns on investments. (That’s also something that underwent a regulatory change following the dot.com pension failures)
If you search out the Form 5500 FedEx is required to file, periodically, that information is buried in the back.
FedEx lowered it’s forecasted ROI several years ago, and hasn’t adjusted it yet. Even though another Anti-PSPP poster here pointed out the investment returns on our Trust have been in excess of 7% (didn’t search out the earlier post, so could certainly be wrong here, but lower returns don’t support the easy to improve our Traditional A plan argument so don’t think I am)
Not sure if the attachment of a picture will work or not, but latest form still has 6.5% as the predicted ROI