Benefits | December 15th, 2025 Pension Finances Experience Mixed Movement in November ‘Into each life some rain must fall,’ says Brian Donohue, a partner in October Three.
Benefits | November 14th, 2025 Corporate Pension Funding Continues 7-Month Hot Streak Increased price-to-earnings ratios and interest rates greater than 5% could signal the trend is easing, October Three cautions.
Benefits | October 16th, 2025 Asset Gains Drive Up September Corporate Pension Funding The funded status of the largest 100 corporate defined benefit plans reached its highest level since October 2007, according to...
Opinions | October 7th, 2025 The Retirement Income Strategy Hiding in Plain Sight An effective way to turn savings into lifetime income is enabling retiring participants to roll DC assets into an existing...
Benefits | September 12th, 2025 Corporate Pension Funding Rises for Fifth Consecutive Month The funded status of the largest 100 corporate defined benefit plans rose by $8 billion in August, doubling July’s improvement.
Benefits | August 18th, 2025 Corporate Pension Funding Increases for Fourth Straight Month The funded status of the 100 largest corporate defined benefit pension plans improved by $4 billion in July, according to...
Data and Research | July 14th, 2025 Corporate Pension Funding Ends Q2 at Highest Point Since 2022 The funded status of Milliman’s Pension Funding Index of U.S. corporate pension plans rose to 105.1% in June.
Data and Research | May 6th, 2025 Largest Corporate Pension Funds Move Into Funding Surpluses There are 12 plans reporting a funding ratio greater than 125%, according to Milliman’s 2025 U.S. corporate pension funding study.
Benefits | April 11th, 2025 Stocks Fell Faster Than Corporate Pension Liabilities in March Equity market losses led to falling pension funding ratios last month.
Benefits | March 12th, 2025 US Corporate Pension Finances Suffered ‘Worst Monthly Loss Since 2022’ Weak markets and rising liabilities resulted in sinking pension funding levels in February.
Deals and People | February 18th, 2025 Arthur J. Gallagher & Co. Acquires Agilis Partners Agilis Partners will be known as Gallagher.
Benefits | February 13th, 2025 Strong Markets, Steady Discount Rates Pushed Pension Funded Status Up in January Corporate pensions funding surpluses rose to 27-month highs last month.
Benefits | November 14th, 2024 Funded Status of Corporate Pensions Improves in October Despite declining plan assets and weak investment returns, the first increase in discount rates since April helped funds gain ground...
Investing | October 14th, 2024 Most Corporate Pensions Saw Funding Dip in September The majority of pension trackers reported that strong equity markets could not offset a rise in liabilities.
Investing | August 12th, 2024 Funded Status of Corporate Pension Plans Held Steady in July Most investment consultants and research firms found that funded status remained flat in July, with some seeing slight declines.
Investing | July 11th, 2024 Pension Funding Ratios Continue to Ride Interest Rate, Equity Wave in June Another strong month for pension funding status puts an ‘exclamation point’ on a strong run as the Fed ponders an...
Benefits | June 11th, 2024 Corporate Pension Plan Funding Stays Strong On Stock Gains Equity markets kept funding levels up even as discount rates fell in May.
Investing | April 25th, 2024 None of the Largest US Corporate Pension Funds are Less Than 75% Funded, Per Milliman The firm’s 2024 research found at least three pension funds with more than 140% funding levels.
Benefits | April 12th, 2024 Corporate Pension Plans Hit Highest Funding Levels in Decades Higher stocks and relatively stable interest rates boosted funding surpluses to more than $70 billion, Milliman found.
Investing | March 13th, 2024 Corporate Pension Funding Hits Best Levels in Decades Pension trackers report record corporate pension funding in February due to strong markets and higher interest and discount rates.