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...
Data and Research | July 9th, 2021 June Marks First Decline in DB Plan Funded Status in Eight Months Consultants and asset managers say time will tell whether changes in the economy will boost corporate pensions’ funded status for...
Data and Research | June 10th, 2021 DB Plan Funded Status Remains Stable in May Consultants say now is the time to evaluate interest rate and equity market risk strategies, as well as whether and...
Data and Research | May 10th, 2021 Corporate Pension Funded Status Sees Slight Uptick in April Pension plans still felt the effect of lower rates on liabilities, but strong equity markets helped the gain in assets...
Data and Research | April 9th, 2021 Q1 2021 Has DB Plan Sponsors Saying ‘What? Me? Worried?’ A boost in funded status and funding relief included in the American Rescue Plan Act have sponsors breathing a sigh...
Data and Research | March 10th, 2021 Corporate DB Plan Funded Status Improves to Pre-Pandemic Levels Equity allocations gave some plans a boost, and experts anticipate new legislation will offer relief from expected higher contributions.
Administration | February 10th, 2021 Portfolio Investment Mix Made a Difference in January DB Plan Funded Status Companies that measure defined benefit plan funded status also point out that legislation has been introduced that would provide more...
Administration | January 11th, 2021 Strong End to 2020 Puts DB Plan Funded Status Back to Where It Started the Year Defined benefit plans that use an LDI strategy faced less volatility over the year, and funded status improvements were helped...
Administration | December 15th, 2020 COVID-19 Having Major Impact on Pensions Many terminated or furloughed employees have taken early retirement, curtailing contributions and raising payout obligations.
Administration | December 10th, 2020 DB Funded Status Nearly Back to Level From Beginning of Year A strong equity market rally in November gave defined benefit plan funded status a boost, but long-duration fixed income also...
Administration | November 10th, 2020 Continued Volatility Signals Poor Year for DB Plan Funded Status Higher contributions can be expected in the future and asset allocation makes a difference, according to firms that track defined...
Administration | November 2nd, 2020 A Look at Hospital and Health Care System Pensions Health care organizations face an uphill battle financially, but the right strategies for investing and controlling PBGC premiums can help...
Administration | October 9th, 2020 Most Estimates Show DB Funded Status Declined in September A decline in equity markets caused funded status to decrease during the month, and firms say DB plan sponsors should...
Administration | September 10th, 2020 August Emerges as the Best Month for DB Plan Funded Status in 2020 However, firms that track pension plan funded status warn about the potential for more market volatility ahead in 2020.
Administration | August 10th, 2020 Lower Interest Rates Foil Market Rally Impact on DB Plan Funded Status Firms that monitor DB plan funded status say it is uncertain whether Congress will offer additional funding relief; many plans...
Administration | July 10th, 2020 How DB Plans Fare During Volatility Depends Greatly on Portfolio Allocation Depending on asset allocation, some plans have fared better than others, but the majority are down for the year.
Administration | June 10th, 2020 Corporate Pensions See Slight Funded Status Boost in May Markets are rebounding, but discount rates used to measure liabilities are falling, and pension consultants wonder if pending legislation will...
Compliance | May 15th, 2020 CARES Act May Help DB Plans Avoid Funding-Based Limitations DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded...
Data and Research | May 11th, 2020 DB Funded Status Estimates Are Mixed in April Sources say volatility will continue for pensions, and risk remains in equity markets.