Benefits | August 17th, 2026 Interest Rates Drive Corporate Pension Funding High in July Liabilities dropped, buoying muted equity returns—a new story for 2026.
Benefits | July 13th, 2026 June Pension Funding Outcomes See Minimal Change However, declining asset returns and interest rates could affect defined benefit plans over a longer time horizon, Milliman warned.
Benefits | June 15th, 2026 Portfolio Returns Bring Pension Funding to Record High The funded status of the 100 largest U.S. corporate defined benefit plans reached its highest mark since July 2001, according...
Benefits | May 18th, 2026 Equities Boost Corporate Pension Funding to Record Levels The funded status of the 100 largest U.S. corporate defined benefit plans hit its highest mark since October 2007, according...
Benefits | April 17th, 2026 How Corporate Pension Surpluses Can Climb Higher, per BlackRock The asset manager’s eighth annual pension themes report noted that many defined benefit plans are diversifying and seeking increased returns.
Benefits | April 16th, 2026 Corporate Pension Funding Drops in March For Q1 overall, the funded status of the largest 100 U.S. corporate defined benefit plans improved by $6 billion, per...
Benefits | March 11th, 2026 Corporate Pension Funding Sees Mixed February Results Higher interest rates and stock market returns push some barometers to highest level in nearly 25 years.
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...