RAP/Pension InterestRate Chart August 2025
BP Employees, What changed this month The interest rates used to calculate your BP RAP pension lump‑sums didn’t move much over the past month. However, we are forecasting that these rates will decline moderately next month. What’s driving the outlook In late August, Federal Reserve Chair Jerome Powell spoke at the annual Jackson Hole conference, signaling [...]
RAP/Pension InterestRate Chart July 2025
BP Employees, Interest rates are expected to tick down slightly this month but not enough to cause a meaningful change to your BP lump sum pension value. For those planning to retire soon, your payout will remain largely the same compared to last month. So, what’s driving this? Bond yields have eased a bit as recent [...]
HF Sinclair 401(k) Model Allocations – Q3/2025
ATTN HF Sinclair, We are pleased to announce updated 401k allocation recommendations have been released for Q3/2025. 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) [...]
Marathon 401(k) Model Allocations – Q3/2025
ATTN Marathon Employees, We are pleased to announce updated 401k allocation recommendations have been released for Q3/2025. 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) [...]
Hilcorp 401(k) Model Allocations – Q3/2025
ATTN Hilcorp Employees, We are pleased to announce updated 401k allocation recommendations have been released for Q3/2025. 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) [...]
BP 401(k) Model Allocations – Q3/2025
ATTN BP Employees, We are pleased to announce updated 401k allocation recommendations have been released for Q3/2025. 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) [...]
RAP/Pension InterestRate Chart June 2025
BP Employees, Interest rates are holding fairly steady for now. This month, the rates used to calculate BP lump sum pensions haven’t moved enough to cause any significant change to your lump sum value. So if you’re planning to retire sometime soon, this month’s rate movement shouldn’t materially impact your payout. So, what’s going on? Overall, [...]
RAP/Pension InterestRate Chart May 2025
BP Employees, Interest rates are back on the rise again. After a few months of bouncing around, the rates used to calculate BP lump sum pensions ticked up in April. If you’re planning to retire sometime this year, that’s important to know — higher rates usually mean a lower lump sum payout. So, what’s going on? [...]
RAP/Pension InterestRate Chart April 2025
BP Employees, The markets continue to deliver surprises in 2025—and this month, it’s a mix of rising bond yields, renewed tariff tensions, and ongoing speculation about when (or if) the Federal Reserve will cut interest rates. Each of these developments plays a role in shaping your BP Pension (BP RAP) lump sum, and right now, the [...]
BP 401(k) Model Allocations – Q2/2025
ATTN BP Employees, We are pleased to announce updated 401k allocation recommendations have been released for Q2/2025. 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) [...]
