Data and Research | September 13th, 2023 US Drops to 20th in Natixis Global Retirement Index Despite improvements in employment and income inequality, the U.S. slipped in the ranking, as high inflation and public debt caused...
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...
Compliance | June 22nd, 2023 PBGC Publishes Q3 Liability, Discount Rates Interest rates assessed to late payments and discount rates have been adjusted for Q3, the PBGC announced Wednesday.
Investing | June 13th, 2023 US Pension Funded Status Continues to Improve in May A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis.
Data and Research | June 9th, 2023 US Public Pensions ‘Convinced’ Inflation is on Path to Moderation Following nine successive Federal Reserve interest rate hikes and inflation hitting a peak of 9.1% in June 2022, U.S. public...
Data and Research | May 3rd, 2023 Annuities Hit All-Time Quarterly Record LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are...
Data and Research | April 18th, 2023 Report Reveals Increase in Number of Workers Delaying Retirement Employees are now more than twice as likely to describe their personal finances as fair or poor, as they are...
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...
Investing | March 22nd, 2023 Fed Continues Inflation Fight Despite Banking Failures Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'
Investing | March 13th, 2023 Lower Liabilities Somewhat Offset by Equity Volatility in February Overall, U.S. corporate pension funding levels experienced a slight increase last month.
Data and Research | February 17th, 2023 Worldwide Pension Assets Fell in 2022, to Lowest Level in 15 Years The decline for pension assets was the largest since the financial crisis of 2008, new data shows.
Investing | February 14th, 2023 U.S. Corporate Pension Funding Remains Largely Unchanged in January Funding levels improved most for pension funds that have significant weighting towards equities, said Agilis.
Investing | January 13th, 2023 Corporate Pension Funding Marginally Retreated From Levels To End 2022 December equity performance reduced pension funding levels from highs earlier in the year.
Data and Research | December 14th, 2022 Corporate Pension Plan Funding Remains Up in 2022, Despite November Drop The funding status of corporate pensions in the U.S. was down narrowly in November, as liability growth outweighed investment gains.
Data and Research | December 12th, 2022 Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
Data and Research | December 1st, 2022 Average Account Balances Drop for Self-Directed 401(k) Brokerage Account Investors Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...
Benefits | November 14th, 2022 US Corporate Pension Plans Near Full Funding Equity performance and higher interest rates in October contribute to higher funded ratios.
Compliance | October 14th, 2022 PBGC Proposes Rule for Multiemployer Pension Withdrawals The Pension Benefit Guaranty Corporation proposal clarifies assumptions for determining an employer’s withdrawal liability.
Data and Research | October 12th, 2022 Funding Status of Pensions Increases Marginally Despite Equity Market Downturn Corporate pension funding ratio improves to best rate of the year in September despite 2022’s worst month of market losses
Compliance | September 26th, 2022 Plan Sponsors Consider PBGC Premium Strategies As plan sponsors near the deadline for changing how they calculate PBGC premiums, some are considering a change in light...