Falling interest rates would seem to be a nice thing for some. The cost of owning a home has rarely been within reach of so many (omitting of course that little no-money-down-abysmal-credit-score-buying-a-$700k-house fiasco from a few years back), refinancing is now an attractive option for existing homeowners, and the cost of capital is lower than it’s been in years. Unfortunately, those same low interest rates can cause massive headaches for organizations whose obligations are pinned to them.
This has been the problem for BH1, the entity that was formed by the sale of Baptist Hospital and administers the pension fund of the institution’s retirees. Thanks to historically low interest rates, designed to stimulate the nation’s economy, it has struggled with a rapidly increasing pension liability — nearly $30 million according to 2009 documents — which climbs as interest rates remain low.
×
Javascript is required for you to be able to read premium content. Please enable it in your browser settings.
kAm(96? 2 ?@?AC@7:E :D D@=5[ G6CJ @7E6? E96C6 :D[ 4@F?E6C E@ :ED 4=2DD:7:42E:@?[ 2 AC@7:E :?G@=G65] %96 =2H C6BF:C6D E9@D6 AC@4665D 36 FD65 E@ 7@C> G2C:@FD @E96C ?@?AC@7:E 6?E:E:6D E92E 2C6 56D:8?65 6:E96C D6CG6 E96 AF3=:4 8@@5 @C E96 92?5=6 E96 C6>2:?:?8 3FD:?6DD @7 E96 ?@?AC@7:E]k^Am
kAm$F49 H2D E96 42D6 H:E9 q2AE:DE w@DA:E2=[ H9:49 D@=5 E@ $2:?E %9@>2D w62=E9 $6CG:46D :? a__`] %96 AC@4665D 7C@> E92E 562= H6?E E@ 7F?5 EH@ ?@?AC@7:EDi q2AE:DE w62=:?8 %CFDE 2?5 qw`]k^Am
kAmp?5 ?@H[ 2=>@DE `_ J62CD E@ E96 52J 27E6C :E H2D 7@C>65[ qw` :D DECF88=:?8]k^Am
kAmqw`’D >:DD:@?[ 244@C5:?8 E@ E96 ?@?AC@7:E’D x#$ 7:=:?8D[ :D E@ 36 “2 C6DA@?D:3=6 DE6H2C5 @7 46CE2:? ?@E\7@C\AC@7:E 2DD6ED 2?5 =:23:=:E:6D C6>2:?:?8 27E6C E96 D2=6 @7 E96 q2AE:DE w@DA:E2= $JDE6> :? }2D9G:==6[ %6??6DD66] %96 4@>A2?J AC@24E:G6=J >2?286D 2 567:?65 36?67:E A6?D:@? A=2? 7@C E96 4FCC6?E 2?5 7@C>6C 6>A=@J66D @7 E96 ?@E\7@C\AC@7:E q2AE:DE w@DA:E2= $JDE6>] |2?286>6?E :?4=F56D 5:C64E:?8 A6?D:@? :?G6DE>6?ED[ 25>:?:DE6C:?8 A2J>6?ED 2?5 36?67:ED[ 2?5 5:C64E=J 4@>>F?:42E:?8 H:E9 A6?D:@?6CD]”k^Am
kAmp55:E:@?2==J qw` H2D D255=65 H:E9 D@>6 @7 q2AE:DE’D =6DD\E92?\72G@C23=6 C62= 6DE2E6 :?G6DE>6?ED] pD H2D C6A@CE65 3J }2D9G:==6 !@DE :? a__b[ “q642FD6 E96 562= 36EH66? $2:?E %9@>2D 2?5 q2AE:DE H2D 2? 2DD6E AFC492D6 28C66>6?E[ $2:?E %9@>2D H2D 23=6 E@ A:4< 2?5 49@D6 H92E :E H2?E65 E@ E2<6 :?E@ E96 4@>3:?65 6?E:EJ] q2AE:DE’D C62= 6DE2E6 :?G6DE>6?E ECFDED H6C6 ?@E @? E96 =:DE]”k^Am
kAmsFC:?8 :ED 6I:DE6?46[ E96 qw` ?@?AC@7:E 92D 2=D@ 6DE23=:D965 2 7@C\AC@7:E 2C> E92E 92D ;@:?65 H:E9 E96 =:<6D @7 $2:?E %9@>2D w62=E9 $6CG:46D 2?5 r=2JE@? pDD@4:2E6D :? 2 G2C:6EJ @7 :?G6DE>6?ED] %96 AC:>2CJ 7F?4E:@?[ 9@H6G6C[ 92D C6>2:?65 E96 25>:?:DEC2E:@? @7 E96 A6?D:@?] p?5 H:E9 E96 64@?@>J :? E96 DE2E6 :ED :?[ E:>6D 92G6 366? E@F89 7@C qw`]k^Am
kAmp44@C5:?8 E@ qw`[ E96 564=:?6 92D 366? 2 C6DF=E @7 72==:?8 :?E6C6DE C2E6D] pD E96 64@?@>J 92D DECF88=65[ :?E6C6DE C2E6D 92G6 4@?E:?F65 E@ 72==[ H9:49[ 244@C5:?8 E@ E96 ?@?AC@7:E[ 42FD6D E96 G2=F6 @7 qw`’D A6?D:@? =:23:=:EJ E@ :?4C62D6 5C2>2E:42==J] %9:D 92D[ :? EFC?[ 42FD65 E96 564C62D6 :? ?6E 2DD6ED]k^Am
kAm~? E96 966=D @7 DF49 DECF88=6D[ CF>@CD 92G6 DH:C=65 C646?E=J E92E E96 ?@?AC@7:E :D :? 52?86C @7 4@==2AD:?8 F?56C E96 H6:89E @7 :ED @3=:82E:@?D[ 4@>A@F?565 3J 2 D@FC 64@?@>J] %@ 962C G2C:@FD D@FC46D E6== :E[ qw` :D :? C62= 2?5 :>>65:2E6 EC@F3=6]k^Am
kAm%96 4@>A2?J’D ?6E 2DD6ED 92G6 72==6? D:8?:7:42?E=J :? C646?E J62CD] qw`’D 2??F2= 7:=:?8D H:E9 E96 x#$ D9@H E92E 36EH66? a__f 2?5 a__h[ ?6E 2DD6ED 7C@> E96 ?@?AC@7:E 76== 7C@> Sd]`b >:==:@? E@ >:?FD\S`e]a >:==:@?] qw`’D 7:=:?8 7@C a_`_ 92D J6E E@ 36 >256 AF3=:4]k^Am
kAmx? C646?E H66<D[ D@>6 qw` 6>A=@J66D 92G6 366? D4C2>3=:?8 7@C E96 6I:E] $@FC46D H9@ 92G6 >6E H:E9 E96> 92G6 E@=5 k6>m}2D9G:==6 !@DEk^6>m E92E qw` H@C<6CD 2C6 >2<:?8 E96 ?6EH@C<:?8 C@F?5D =@@<:?8 7@C ;@3D[ H:E9 D@>6 AC:G2E6=J :?5:42E:?8 E92E E96 ?@?AC@7:E H@?’E DFCG:G6 2?@E96C D:I >@?E9D] ~E96CD 92G6 @A:?65 E92E 2 32?<CFAE4J 7:=:?8 :D :>>:?6?E]k^Am
kAmpD E@ E96 32?<CFAE4J CF>@CD[ qw` C6AC6D6?E2E:G6D D2:5 E96J 9@=5 ?@ G2=:5:EJ] x?E6C6DE:?8=J[ 9@H6G6C[ E96 ?@?AC@7:E’D =2HJ6CD[ rC2:8 v2336CE 2?5 v=6?? #@D6[ 3@E9 DA64:2=:K6 :? 32?<CFAE4J =2H]k^Am
kAm#624965 3J k6>m}2D9G:==6 !@DEk^6>m[ #@D6 — 2? 2EE@C?6J H:E9 w2CH6==[ w@H2C5[ wJ?6[ v2336CE U2>Aj |2??6C — C6:E6C2E65 E92E ?6:E96C D9FE5@H? ?@C 32?<CFAE4J :D :>>:?6?E] p?5 H9:=6 24<?@H=658:?8 E92E E96 ?@?AC@7:E :D 6IA6C:6?4:?8 7:?2?4:2= EC@F3=6[ #@D6 D2:5 @AE:@?D 2C6 DE:== 36:?8 6IA=@C65] %9C@F89 #@D6[ qw` @776C65 E96 7@==@H:?8 4@>>6?E[ @FE=:?:?8 D@>6 @7 E96 ?@?AC@7:E’D 9:DE@CJ 2?5 D@FC46D @7 4FCC6?E EC@F3=6Dik^Am
kAm“x? a__`[ q2AE:DE w62=E942C6 $JDE6> @7 }2D9G:==6 D@=5 :ED 2DD6ED] p7E6C E9:D D2=6[ E96 9@DA:E2= DJDE6>[ C6?2>65 qw`[ 925 DF3DE2?E:2= F?C6D@=G65 =:23:=:E:6D[ :?4=F5:?8 @FEDE2?5:?8 A6?D:@? A=2? @3=:82E:@?D 7@C E96 9@DA:E2= DJDE6>’D 6>A=@J66D] q6EH66? E96 E:>6 @7 E96 D2=6 2?5 a__f[ E96 G2=F6 @7 E96 2DD6ED :? E96 qw` A6?D:@? A=2? :?4C62D65[ 5F6 E@ 3@E9 DF3DE2?E:2= 42D9 4@?EC:3FE:@?D >256 3J qw` E@ E96 A6?D:@? A=2? 2D H6== 2D A@D:E:G6 C6EFC?D 86?6C2E65 @? 2DD6ED 2=C625J :? E96 A=2?]k^Am
kAm“p7E6C E96 7:?2?4:2= 4C:D:D @7 a__g[ E96 A6C7@C>2?46 @7 E96 A=2?’D :?G6DE>6?ED DF776C65 2D 2 C6DF=E @7 E96 3C@25 >2C<6E 564=:?6[ 2?5 :?E6C6DE C2E6D 5C@AA65 E@ 9:DE@C:42==J =@H =6G6=D[ E96C63J :?4C62D:?8 5C2>2E:42==J E96 J62C=J 42=4F=2E:@? @7 E96 >:?:>F> 4@?EC:3FE:@? 5F6 E@ E96 A6?D:@? A=2? :? @C56C E@ 7F?5 :ED 6DE:>2E65 7FEFC6 @3=:82E:@?D]k^Am
kAm“tG6CJ A6?D:@? A=2? :? E96 4@F?ECJ H2D ?682E:G6=J :>A24E65 3J E96D6 EH@ 724E@CD[ 2?5 >2?J[ :?4=F5:?8 E96 qw` A6?D:@? A=2? 7@C 7@C>6C q2AE:DE w62=E9 $JDE6> 6>A=@J66D[ 2C6 ?@H >2E6C:2==J F?56C7F?565 @? 2? 24EF2C:2= 32D:D] %9:D F?56C7F?5:?8 4@F=5 36 C6G6CD65 E9C@F89 2 4@>3:?2E:@? @7 :?4C62D65 :?E6C6DE C2E6D[ 255:E:@?2= 42D9 4@?EC:3FE:@?D @C 2 492?86 :? E96 =2HD 8@G6C?:?8 9@H 2 A6?D:@? A=2?’D >:?:>F> 4@?EC:3FE:@? :D 42=4F=2E65 @C >FDE 36 A2:5]k^Am
kAm“qw` 2=D@ 36=:6G6D E92E E96 q2AE:DE w62=:?8 %CFDE[ 2 ?@E\7@C\AC@7:E 4@CA@C2E:@? E92E C646:G65 E96 >2;@C:EJ @7 E96 AC@4665D 7C@> E96 D2=6 @7 E96 q2AE:DE w62=E942C6 $JDE6> :? a__`[ 92D 2? @?\8@:?8 @3=:82E:@? E@ 7F?5 E96 A6?D:@? A=2? 7@C 7@C>6C 6>A=@J66D] qw` 4@?E:?F6D E@ 6I2>:?6 2== @AE:@?D 7@C 562=:?8 H:E9 E96 :DDF6D C6=2E65 E@ :ED A6?D:@? A=2?[ 3FE 5@6D ?@E 6IA64E E9@D6 :DDF6D E@ 36 C6D@=G65 :? E96 ?62C E6C>]”k^Am
kAm$@FC46D 72>:=:2C H:E9 qw`’D 3FD:?6DD 92G6 D2:5 E92E 56DA:E6 E96 5C@A :? :ED 2DD6ED[ qw` 6I64FE:G6D 92G6 =:<6=J 366? 8@@5 DE6H2C5D @7 E96 7F?5 2?5 E92E E96 7F?5 92D[ G6CJ D:>A=J[ 366? ?682E:G6=J 27764E65 3J 4:C4F>DE2?46D] x? 724E[ D@FC46D D2:5[ @77:46CD 92G6 A@FC65 >:==:@?D 7C@> :?G6DE>6?ED :?E@ E96 A6?D:@? 5FC:?8 E96:C E6?FC6] qw`’D :?G6DE>6?ED[ 244@C5:?8 E@ E96 D@FC46D[ 92G6 A6C7@C>65 4@>A2C2E:G6=J H6== :? =:89E @7 E96 DECF88=:?8 64@?@>J]k^Am
kAm“~? 2? 24EF2C:2= 32D:D[ qw`’D C64@C565 24EF2C:2= =:23:=:EJ 7@C :ED 7FEFC6 A6?D:@? A=2? @3=:82E:@?D :?4C62D65 5C2>2E:42==J 5FC:?8 E9:D A6C:@5 3642FD6 @7 E96 DE66A 564=:?6 :? :?E6C6DE C2E6D[” #@D6 E@=5 k6>m}2D9G:==6 !@DEk^6>m] “%9:D 5C@A :? :?E6C6DE C2E6D :?4C62D65 6G6CJ 4@>A2?J’D =:23:=:EJ 7@C 7FEFC6 A6?D:@? @3=:82E:@?D 2?5 925 ?@E9:?8 E@ 5@ H:E9 E96 7:?2?4:2= A6C7@C>2?46 @7 qw`]”k^Am
kAmt49@:?8 E9:D D6?E:>6?E[ @E96CD H9@ DA@<6 H:E9 k6>m}2D9G:==6 !@DEk^6>m A@:?E65 E@ E96 5:77:4F=E:6D 72465 3J A6?D:@?D ?2E:@?H:56 @H:?8 E@ E96 4FCC6?E DE2E6 @7 E96 64@?@>J[ :?5:42E:?8 E96 AC@3=6> :D ?@E F?4@>>@?] %96 49:67 6I2>A=6 :D v6?6C2= |@E@CD[ H9:49 56DA:E6 92G:?8 2 7F==J 7F?565 A6?D:@? 5FC:?8 E96 A2DE 564256 92D 6IA6C:6?465 2 5C2>2E:4 D9@CE72==[ ?62C=J S`f 3:==:@? 2D @7 =2DE J62C[ 5FC:?8 E96 C646DD:@?]k^Am
kAmqw` 92D A6E:E:@?65 D:DE6C ?@?AC@7:E q2AE:DE w62=:?8 %CFDE E@ DE6A :? 2?5 96=A D9@F=56C D@>6 @7 E96 7:?2?4:2= 3FC56?[ 2?5 2D E96 DE2E6>6?E >6?E:@?D[ qw` 92D D2:5 E92E ?68@E:2E:@?D 2C6 @?8@:?8] qFE E96 4@F?D6= 7@C q2AE:DE w62=:?8 %CFDE E@=5 k6>m}2D9G:==6 !@DEk^6>m E92E E96J C64@8?:K6 ?@ @3=:82E:@? E@ qw`]k^Am
kAm“q2AE:DE w62=:?8 %CFDE 6?82865 FD E@ 6G2=F2E6 qw`’D 4=2:>D @? :ED A6?D:@? @3=:82E:@?D] q2AE:DE w62=:?8 %CFDE 5@?2E6D ?62C=J Sc >:==:@? 2??F2==J E@ ?@?AC@7:ED E92E H@C< H:E9 E96 >@DE GF=?6C23=6 4:E:K6?D @7 @FC 4@>>F?:EJ[” D2:5 2EE@C?6J y2>6D qC:DE@=] “%96 2>@F?E 4=2:>65 3J qw` H@F=5 D6G6C6=J 4FCE2:= E92E >:DD:@?] (6 42C67F==J C6G:6H65 2== 28C66>6?ED 7C@> E96 a__a EC2?D24E:@? 2?5 =:DE6?65 E@ qw` H:E9 2? @A6? >:?5] p7E6C E9@C@F89=J 2?2=JK:?8 2== 5@4F>6?ED 2?5 6G6CJ A@E6?E:2= =682= =:23:=:EJ H6 4@?4=F565 E92E E96C6 H2D ?@ DFAA@CE 7@C qw`’D 4=2:>]”k^Am
kAm%@ D@>6 @3D6CG6CD[ 9@H6G6C[ H92E 92D C2:D65 6J63C@HD 2C6 =2C86 A2J@FED E@ qw`’D E@A 6I64FE:G6D 36EH66? a__f 2?5 a__h[ 5FC:?8 E96 A6C:@5 E92E ?6E 2DD6ED H6C6 DECF88=:?8] q6EH66? ’_f 2?5 ’_h[ E9C66 6I64FE:G6D — #2?5J $E2C<H62E96C[ y2>6D ~’z6676 2?5 $E6A92?:6 +6>32C — C646:G65 E@E2= 4@>A6?D2E:@? @7 2AAC@I:>2E6=J Sa >:==:@? 6249]k^Am
kAms6DA:E6 E96 =2C86\5@==2C 7:8FC6D C6AC6D6?E65[ 9@H6G6C[ #@D6 D2:5 E92E E9@D6 A2J>6?ED H6C6 E96 C6DF=E @7 5676CC65 4@>A6?D2E:@? A24<286D 4C62E65 2E E96 7@C>2E:@? @7 qw` :? a__`]k^Am
kAm“x? @C56C E@ C6E2:? BF2=:7:65 6I64FE:G6D H9@ 4@F=5 92?5=6 2AAC@AC:2E6=J E96 >2?J :DDF6D C6>2:?:?8 27E6C E96 D2=6 @7 E96 9@DA:E2= DJDE6>’D 2DD6ED[ E96 56A2CE:?8 q@2C5 @7 %CFDE @7 E96 q2AE:DE w@DA:E2= $JDE6> 2E E96 E:>6 @7 E96 D2=6 2?5 E96 ?6H qw` 3@2C5 56E6C>:?65 E92E 2 =@?8 E6C> 5676CC65 4@>A6?D2E:@? AC@8C2> H2D ?66565] p~}[ 2 ?2E:@?2==J\C64@8?:K65 6I64FE:G6 4@>A6?D2E:@? 7:C>[ 4C62E65 E96 AC@8C2> 7@C qw`[ H9:49 C6BF:C65 E92E BF2=:7J:?8 6I64FE:G6D C6>2:? :? E96:C A@D:E:@?D 7@C 7:G6 J62CD 2?5 >66E @E96C A6C7@C>2?46 8@2=D] %9C66 6I64FE:G6D 7F=7:==65 E9@D6 8@2=D] %H@ C646:G65 E96:C =@?8 E6C> A2J@FE :? a__f[ 2?5 @?6 C646:G65 9:D :? a__g]”k^Am
kAm(96? 2D<65 :7 E96 4@>A6?D2E:@? DECF4EFC6D D6E FA H:E9 p~} H6C6 32D65 @? 4@>A2C:D@?D H:E9 ?@?AC@7:E =6256CD @C 7@C\AC@7:E 9@DA:E2= 6I64FE:G6D[ #@D6 D2:5 96 4@F=5?’E 36 DFC6]k^Am
kAmx? E96 6?5[ E96 7FEFC6 @7 qw` DE:== C6>2:?D 2 D6C:6D @7 @A6?\6?565 BF6DE:@?D] (:== :?E6C6DE C2E6D C63@F?5n (:== q2AE:DE w62=:?8 %CFDE DE6A :? E@ 2DD:DEn (:== E96 A6?D:@? C6>2:? 7F?565 7@C E96 7@C6D6623=6 7FEFC6n pE E9:D A@:?E[ :E :D :>A@DD:3=6 E@ D2J]k^Am
kAmp?5 H9:=6 E96 AC@3=6>D 72465 3J qw` 2C6 ?@E F?4@>>@? ?@H252JD[ q2AE:DE’D A6?D:@?6CD 2C6 =:<6=J E@ ?665 E96:C >@?6J 7@C D@>6 J62CD E@ 4@>6]k^Am
kAmk6>mWuF== 5:D4=@DFC6i r9C:D u6CC6==[ rt~ @7 }2D9G:==6 !@DE A2C6?E 4@>A2?J $@FE9r@>>[ 2=D@ D:ED @? E96 3@2C5 @7 E96 q2AE:DE w62=:?8 %CFDE]Xk^6>mk^Am