Investing | August 12th, 2024 Funded Status of Corporate Pension Plans Held Steady in July Most investment consultants and research firms found that funded status remained flat in July, with some seeing slight declines.
Investing | July 11th, 2024 Pension Funding Ratios Continue to Ride Interest Rate, Equity Wave in June Another strong month for pension funding status puts an ‘exclamation point’ on a strong run as the Fed ponders an...
Data and Research | May 23rd, 2024 Pension Risk Transfer Market Sets Q1 Record The first quarter of 2024 has already seen two jumbo PRT deals, with Verizon and Shell offloading their pension liabilities.
Investing | July 12th, 2023 US Corporate Pension Funded Status Sees Significant Jump in June The funded status reached its highest level since before the Great Recession of 2007 to 2009, according to one analyst...
Investing | April 11th, 2023 Increased Pension Fund Liabilities Overrode Investment Returns in March According to most analysts, the fall in discount rates raised liabilities by more than the growth in equities, leading to...
Administration | September 1st, 2022 Evaluating ARPA’s Impact, 1 Year Later The law made it easier for some plans to continue operating by adding flexibility.
Data and Research | August 11th, 2022 Modest Changes to Corporate DB Plans’ Funded Status Seen in July Higher stock prices were partially offset by a drop in discount rates.
Data and Research | July 12th, 2022 Lower Equity Values Pull DB Plans’ Funded Status Lower Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.
Data and Research | April 11th, 2022 Some Corporate DB Plans Hit Highest Funded Status in Years Plans have been helped by higher discount rates, but investment managers suggest sponsors be mindful of risks ahead.
Data and Research | March 10th, 2022 Corporate DB Plans See Slight Funded Status Improvement in February Discount rate and equity market volatility is expected to continue.
Data and Research | February 18th, 2022 Multiemployer Plans Overall in Good Shape The majority of plans are at least 80% funded, and even those in critical and declining status are expected to...
Data and Research | February 10th, 2022 Corporate DB Plan Funded Status Little Changed in January Whether plans saw a slight increase or decrease depended on their lifecycle stage and allocation to equities.
Data and Research | January 11th, 2022 December Tops a Stellar Year for Corporate DB Plans Experts predict another good year in 2022.
Data and Research | January 7th, 2022 Corporate DB Plans Thrived in 2021 Joseph Gamzon, with Willis Towers Watson, said many sponsors have better positioned their plans through investment allocation and settlement activity...
Data and Research | December 10th, 2021 Equity and Fixed-Income Investments Were No Help for DB Plan Funded Status in November Defined benefit plan funded status is still up for the year, but there are several factors plan sponsors should consider...
Data and Research | November 10th, 2021 Rebounding Markets Give DB Plan Funded Status a Boost in October Improved funded status and a potential interest rate hike ahead signal a time for rebalancing and de-risking for corporate defined...
Data and Research | October 12th, 2021 80% Funded Status Not a Definitive Measure of DB Plan Health The American Academy of Actuaries says a defined benefit plan’s funded ratio should be measured along with investment and contribution...
Data and Research | October 11th, 2021 Market Drops in September Move DB Plan Funded Status Lower The Fed’s reaction to inflation expectations and the outcome of proposed legislation will affect defined benefit plan sponsors’ actions during...
Data and Research | September 10th, 2021 Corporate Pension Funded Status Breaks Two-Month Losing Streak The rest of the year could be promising for DB plans, depending on the Fed’s stance on interest rates and...
Data and Research | August 10th, 2021 July 2021 DB Plan Funded Status Shows Vulnerability to Interest Rate Risk As discount rates used to measure pension liabilities fell, many plans’ funded status slipped, although the degree of loss depended...