Administration | October 15th, 2018 Goldman Sachs: Many Pensions Stand in PRT Goldilocks Zone If interest rates continue to rise, this may have a negative impact on equity valuations; consequently, according to Goldman Sachs...
Administration | October 2nd, 2018 Prudential Takes on $1.6 Billion PRT from International Paper The sizable deal comes as more large employers close to within striking distance of PRT transactions.
Administration | October 1st, 2018 Managing Growing PBGC Premiums How do plan sponsors do that, and have they already taken steps to do so?
Products | September 19th, 2018 MassMutual Paper Serves As Primer for PRT Considerations “While PRT can be a highly effective tactic for plan sponsors to reduce risk and shift liabilities off their books,”...
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...
Administration | August 28th, 2018 Weyerhaeuser Takes Steps to Reduce Pension Liabilities The company is offering a lump-sum window, transferring some liabilities to a group annuity, making a contribution to its pension...
Data and Research | August 27th, 2018 LIMRA Reports Strong Pension Buy-Out Activity in 2018 Year-to-date, buy-out sales have been $9.6 billion, a 76% increase from the first two quarters of 2017.
Administration | July 27th, 2018 Raytheon Transfers Nearly $1B in Pension Obligations to Prudential Peggy McDonald, the senior vice president who led negotiations for Prudential, says the firm is committed to providing vested participants,...
Compliance | June 25th, 2018 MetLife Accused of Failing to Pay Retirees Covered by Pension Risk Transfers The company is facing lawsuits by a retirement plan participant whose assets were transferred to MetLife as well as by...
Administration | June 25th, 2018 Tax Reform, Other Factors Leading DB Plans to Increase Funding Nearly two-thirds (62%) of respondents to a survey say they are "very likely" to transfer some or all of their...
Administration | June 20th, 2018 PSNC 2018: Pension Risk Transfer Options DB plan sponsors want to keep control of their plans as they de-risk.
Administration | May 9th, 2018 FedEx Transfers Some Pension Obligations to MetLife According to MetLife, the pension risk transfer (PRT) agreement involves pension obligations of $6 billion.
Administration | April 17th, 2018 Study Finds Different Paths for Corporate and Public Pensions Corporate plans are winding down as public plans are strengthening themselves for the long run.
Administration | September 28th, 2017 DB Plans Far From Being Eliminated Aon shows only 6% of U.S. corporate DB plan obligations have actually been settled since 2012.
Products | September 19th, 2017 MassMutual Launches Tool to Gauge DB Plan Health As part of the analysis of pension investments, the PensionSmart Analysis tool can examine different investment “glide path” options to...
Administration | September 19th, 2017 PBGC Premiums Driving DB Plan Sponsors to Fund, De-Risk “Companies feel that the time is right to reduce or eliminate their pension funding shortfalls.” says Matt McDaniel, partner, Mercer.
Administration | September 7th, 2017 DB Plan Sponsors Preparing for PRTs The most common preparatory steps taken include an evaluation of the financial impact of a pension risk transfer; discussions with...