2023 DB Summit: Factors in DB Plan Decisionmaking
To keep the defined benefit plans active or not? That is the question for many plan sponsors.
Tag: pension risk transfer
Pension Risk Transfer Market Keeps Setting Records
Increases in both funded status and availability have spurred a huge year expected to reach more than $50 billion in...
Legal & General Completes PRT Deal with Rolls-Royce North America
Legal & General completed the pension risk transfer for $145 million.
Inflation and Rates Likely to Spur Pension Risk Transfers
Majority of plan sponsors say economic concerns are influencing their de-risking decisions.
IBM Completes $16 Billion Pension Risk Transfer
Responsibility for 100,000 beneficiaries moving to Prudential, MetLife
US Pension Buyout Sales Jump 148% in Second Quarter
Several tailwinds are driving record growth in the pension risk transfer market.
INFORM Act Seeks Expanded Lump-Sum Payment Disclosures
Proponents say the bill will require pension plan sponsors to provide participants and beneficiaries with critical information about the tradeoffs...
DB Plan Sponsors Might Want to Press Pause on Pursuing PRT
Investment managers point to what might be better strategies for managing defined benefit plan investment risks and PBGC premium costs.
PRT Strategies for Active Participants
Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies...
Understanding PRT: A Checklist for Implementing a Pension Risk Transfer
Experts discuss the various elements to consider before implementing a pension risk transfer to help ensure its success.
Understanding PRT: A Look at PRT Solutions and Costs
Pension risk transfer includes a spectrum of options, with cost and other considerations for each.
Understanding PRT: Retiring Your Pension Plan
Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Pacific Life Fined for Unlicensed PRT Business
A penalty was assessed after a New York State Department of Financial Services investigation uncovered violations of state insurance law....
Factors That Determine Whether the Time Is Right for PRT
Pension risk transfer activity is picking up, and plan sponsors have several considerations when implementing transactions.
The Importance of Good Data for DB Plan PRT Activities
While clean data is important for identifying deaths and locating participants and beneficiaries, it can also have a great cost...
Reasons Not to Use Pension Funding Relief
Using funding relief to lower contributions to DB plans can increase PBGC premiums and get those plan sponsors that are...
Most DB Plan Sponsors Seeking an Exit
More pension risk transfer transactions are likely to be seen within the decade—and by more down-market plans—for a variety of...
Standard Agreements Aim to Make PRTs More Efficient
The pension risk transfer trend is expected to continue, though most transactions are implemented by large companies, and transferring pension...
Forces Come Together to Make PRTs More Attractive
Increased funded status for DB plans and rising interest rates make now a good time for plan sponsors to consider...
Aon, Alight Win Judgment in Hospital PRT Lawsuit
A federal judge found Aon Hewitt acted prudently, after hearing testimony about the firm’s investment actions and contractual obligations.