Administration | March 10th, 2020 Coronavirus Creates Perfect Storm for DB Plan Funded Status Drop in February What happened to interest rates is just as important as what happened to equity markets, and DB plan sponsors should...
Administration | February 12th, 2020 Low Interest Rates, Coronavirus Deal Blow to DB Plan Funded Status Plans with the greatest exposure to equities will generally see the largest funded status declines, according to River and Mercantile.
Administration | January 9th, 2020 Most DB Plans Saw Little Funded Improvement in 2019 Plan sponsors will need to consider whether in 2020, as in 2019, stock market returns will be great enough to...
Administration | December 10th, 2019 DB Funded Status Held Up Fairly Well, Considering… Though down for the year, DB plan sponsors have seen upticks in funded status for three straight months, and sources...
Administration | November 20th, 2019 LDI the Key to DB Plan Funded Status Gains About three-quarters of plans surveyed by NEPC with a funded status of 90% or higher have utilized liability-driven investing (LDI).
Administration | October 9th, 2019 Increase in Interest Rates Gives DB Plans a Boost in September Jessica Hart, with Northern Trust Asset Management, notes, “Even though the Fed cut rates by 25 bps, the average liability...
Administration | September 9th, 2019 DB Plan Funding Takes a Hit From Record-Setting Low Interest Rates in August Pension plans that have invested in long bonds would have benefited, according to Northern Trust Asset Management, and Legal and...
Administration | August 9th, 2019 Lower Interest Rates Continue to Plague DB Plan Funded Status “Plan sponsors should review their risk management toolkit to consider whether their investment policy is aligned with the current market...
Data and Research | July 18th, 2019 S&P Finds Most Not-for-Profit Hospitals Manage Pensions Well However, the ratings agency doesn’t expect funded status improvements to continue, and it notes that many not-for-profit hospitals are focusing...
Administration | July 9th, 2019 DB Funded Status Improved in June, but Down for Q2 While asset returns gave defined benefit (DB) plan sponsors a funded status bump in June, lower interest rates led to...
Administration | June 11th, 2019 Hedging May Have Buffered DB Plan Losses in May Defined benefit (DB) plans lost their 2019 funded status gains in May, and some firms say hedging liabilities would have...
Administration | May 9th, 2019 DB Plan Sponsors Should Act Now to De-Risk and Lock In Funding Gains With most companies that track defined benefit (DB) plan funded status showing an improvement in April and for the year,...
Administration | April 9th, 2019 Pension Funded Status Down in March but Up for Q1 2019 Lower discount rates increased liabilities in March, but companies that monitor defined benefit (DB) plan funded status estimate a 1%...
Data and Research | March 22nd, 2019 Fourth Quarter Volatility Wipes Out DB Plans’ Funding Status Gains Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.
Data and Research | March 20th, 2019 Pension Risk Transfers Help Largest DB Plans Reduce PBGC Premiums J.P. Morgan’s “Corporate Pension Peer Analysis 2018,” says 2018 was the largest asset allocation de-risking year for defined benefit (DB)...
Administration | March 11th, 2019 DB Plans See Funded Status Gains of Up to 2% in February Firms that monitor defined benefit (DB) plan funded status attribute the increase to strong equity market performance.
Investing | February 14th, 2019 LDI Strategies and Preparing DB Plans for Recessions Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to...
Administration | February 11th, 2019 DB Plan Funded Status Rebounds in January Stronger equity markets pushed pension funding up 2% to 3%, according to firms that monitor defined benefit plan funded status,...
Administration | January 9th, 2019 2018 Pension Funded Status Gains Erased in December Consultants say market losses for U.S. pension plans in December were the worst in a decade.
Administration | December 10th, 2018 Market Volatility Didn’t Bring Down DB Plan Funded Status in November Firms that monitor defined benefit (DB) plan funded status reported slight gains for the month.