Investing | December 10th, 2024 US Corporate Pension Funded Status Rose in November Strong markets offset a rise in liabilities for the month, creating the potential for funded status to be up overall...
Investing | October 16th, 2024 Stable Value Funds Attract Attention in Rate-Cutting Environment The slower response to interest-rate changes may benefit retirement plan investors, if the Fed continues to cut.
Administration | October 7th, 2024 Deadline Approaches for PBGC Premiums The premium due date for many plan sponsors, as well as the deadline for seeking a refund on 2023 premium...
Data and Research | July 24th, 2024 Individual Annuity Sales Reach $215B in First Half of 2024 The growth is the highest for the first six months of any year since LIMRA started tracking sales in the...
Compliance | June 20th, 2024 Kohler Agrees to Settle ERISA Lawsuit Against DB Plan Kohler Co., the Kohler Co. Pension Plan and pension plan beneficiary plaintiffs request the court’s approval of the settlement.
Benefits | June 13th, 2024 High Bond Yields Drive Increase in PRT Contracts The rise in yields in recent years have not boosted the size of the contracts.
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.
Data and Research | May 15th, 2024 PGIM and TIAA Rethink 4% Withdrawal Rule, Finding Retirees Can Spend More For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a...
Investing | May 14th, 2024 Record US Corporate Pension Funding Levels Largely Held Up in April Drop in asset values was partly offset by another uptick in discount rates.
Benefits | April 9th, 2024 IBM Wins Dismissal of Pension Lawsuit A lawsuit against IBM’s pension plan will not proceed, following a judge’s ruling in U.S. District Court for the Southern...
Data and Research | January 18th, 2024 December Stock Rally Pushes US Corporate Pension Plans to Record Funding Levels Plan funding improved in most pension measures, despite the bond-market rally.
Benefits | January 17th, 2024 Market Strong for Plan Sponsors to De-Risk DB Plans, According to Agilis The pension and investments manager expects de-risking strategies to remain attractive in 2024.
Investing | January 5th, 2024 How TDF Managers Are Reacting to High-Interest-Rate, Inflationary Environment Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...
Benefits | December 13th, 2023 November Yields Mixed Results for Corporate Pension Funded Status According to Wilshire, November saw the largest monthly increase in liability value since it began tracking corporate pension funded status...
Data and Research | December 7th, 2023 How Higher Interest Rates Are Changing Focus of Fully Funded Pension Funds Many corporate pension fund leaders are re-evaluating their liability-driven managers and allocations.
Benefits | December 1st, 2023 Will IBM Resurrection of Cash Balance Plan Cause a Ripple Effect? With more plan sponsors maintaining overfunded pension plans, some analysts argue that reopening a defined benefit plan, as IBM plans...
Benefits | November 13th, 2023 Higher Bond Yields Mean Higher Corporate Pension Funding Levels Some pension funding models reached their highest points in decades.
Investing | November 13th, 2023 Behind JPMorgan’s Underweight Equity Strategy in Target-Date Funds As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date...
Data and Research | November 9th, 2023 Employees Increasingly Concerned About Debt, Effects of Interest Rates Mercer experts identified a variety of trends impacting defined contribution plans, including new types of lawsuits, high interest rates and...
Data and Research | October 23rd, 2023 Union Members Report Faring Better Financially, Yet Take More Loans Loans and hardship withdrawals from a retirement savings account are more prevalent among Taft-Hartley plan members, with Gen Xers leading...