Pension Risk Transfer Market Closes Strong at $14B in Q3
IBM’s $6 billion PRT with Prudential accounted for much of the market’s increase this quarter, according to Legal & General...
Tag: DB plan funded status
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.
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...
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.
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...
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...
Evaluating ARPA’s Impact, 1 Year Later
The law made it easier for some plans to continue operating by adding flexibility.
Modest Changes to Corporate DB Plans’ Funded Status Seen in July
Higher stock prices were partially offset by a drop in discount rates.
Lower Equity Values Pull DB Plans’ Funded Status Lower
Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.
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.
Corporate DB Plans See Slight Funded Status Improvement in February
Discount rate and equity market volatility is expected to continue.
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...
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.
December Tops a Stellar Year for Corporate DB Plans
Experts predict another good year in 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...
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...
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...
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...
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...
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...