Investing | January 30th, 2024 US Public Pension Plans Ended 2023 at Funding High Late-year stock market rally drove a $349 billion increase in the 100 largest U.S. public plans’ funding, per Milliman.
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 | November 13th, 2023 Higher Bond Yields Mean Higher Corporate Pension Funding Levels Some pension funding models reached their highest points in decades.
Investing | August 14th, 2023 July Marks 4th Consecutive Month of Pension Funded Status Increases Because of a strong equity performance and a dip in liabilities in July, pension funded statuses increased once again, analyst...
Investing | May 10th, 2023 Pension Funded Status Improves in April Thanks to Strong Equity Performance U.S. corporate pension plans’ funded levels improved marginally in April, and many are inching toward full funding, according to analyst...
Data and Research | January 18th, 2023 U.S. State, Municipal Pensions Saw Funding Statuses Fall 6.6% in 2022 The Equable Institute released its final 2022 projections for U.S. state and local public pensions funding status, revealing the best—and...
Compliance | January 17th, 2023 Key Actuarial Changes for Public Pension Plans in 2023 The Actuarial Standards Board approved changes for public pension plans’ investment portfolio risk assessments, disclosures of employer contributions and investment...
Benefits | November 14th, 2022 US Corporate Pension Plans Near Full Funding Equity performance and higher interest rates in October contribute to higher funded ratios.
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
Deals and People | September 14th, 2022 IBM Completes $16 Billion Pension Risk Transfer Responsibility for 100,000 beneficiaries moving to Prudential, MetLife
Investing | July 29th, 2022 Preliminary Public Pension Investment Losses in 2022 Estimated at 10.4% on Average Economic and geopolitical challenges significantly diminish last year’s gains.
Data and Research | May 11th, 2022 Pension Plans Saw High Discount Rates in April While overall investment returns were lower, rising discount rates led to overall lower liabilities
Data and Research | April 29th, 2022 Asset Allocation Made the Difference for Corporate Pension Funding in 2021 Plans with higher equity and lower fixed income allotments outperformed.
Investing | May 17th, 2019 Interest Rates, Recessions and Pension Plan De-Risking Bob Browne, CIO at Northern Trust, argues that pension plan sponsors should not wait to de-risk their plans based solely...
Administration | September 10th, 2018 Demand Growing for OCIO and PRT Services Greg Calnon, with Goldman Sachs Asset Management, discusses how outsourced chief investment officer solutions are moving into the DC plan...
Compliance | April 30th, 2018 ‘Peeps’ Candy Company Loses Appeal in Multiemployer Pension Funding Case The employer sought to carve out new hires from a critical-status multiemployer pension fund and instead direct their contributions into...
Administration | October 27th, 2017 Returns Boost Pension Funded Ratios in Q3 2017 Funded status of the typical corporate pension plan increased by 1% or 2% over the quarter, depending on the model...
Administration | October 9th, 2017 Corporate Bond Yields Have a Positive Effect on Pension Funding in September Asset managers that monitor DB plan funded status found 1% through 1.3% increases last month.