Data and Research | January 18th, 2024 December Stock Rally Pushes US Corporate Pension Plans to Record Funding Levels Plan funding improved in most pension measures, despite the bond-market rally.
Benefits | January 17th, 2024 Market Strong for Plan Sponsors to De-Risk DB Plans, According to Agilis The pension and investments manager expects de-risking strategies to remain attractive in 2024.
Investing | January 5th, 2024 How TDF Managers Are Reacting to High-Interest-Rate, Inflationary Environment Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...
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 | December 1st, 2023 Will IBM Resurrection of Cash Balance Plan Cause a Ripple Effect? With more plan sponsors maintaining overfunded pension plans, some analysts argue that reopening a defined benefit plan, as IBM plans...
Benefits | November 13th, 2023 Higher Bond Yields Mean Higher Corporate Pension Funding Levels Some pension funding models reached their highest points in decades.
Investing | November 13th, 2023 Behind JPMorgan’s Underweight Equity Strategy in Target-Date Funds As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date...
Data and Research | November 9th, 2023 Employees Increasingly Concerned About Debt, Effects of Interest Rates Mercer experts identified a variety of trends impacting defined contribution plans, including new types of lawsuits, high interest rates and...
Data and Research | October 23rd, 2023 Union Members Report Faring Better Financially, Yet Take More Loans Loans and hardship withdrawals from a retirement savings account are more prevalent among Taft-Hartley plan members, with Gen Xers leading...
Data and Research | September 13th, 2023 US Drops to 20th in Natixis Global Retirement Index Despite improvements in employment and income inequality, the U.S. slipped in the ranking, as high inflation and public debt caused...
Investing | July 12th, 2023 US Corporate Pension Funded Status Sees Significant Jump in June The funded status reached its highest level since before the Great Recession of 2007 to 2009, according to one analyst...
Compliance | June 22nd, 2023 PBGC Publishes Q3 Liability, Discount Rates Interest rates assessed to late payments and discount rates have been adjusted for Q3, the PBGC announced Wednesday.
Investing | June 13th, 2023 US Pension Funded Status Continues to Improve in May A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis.
Data and Research | June 9th, 2023 US Public Pensions ‘Convinced’ Inflation is on Path to Moderation Following nine successive Federal Reserve interest rate hikes and inflation hitting a peak of 9.1% in June 2022, U.S. public...
Data and Research | May 3rd, 2023 Annuities Hit All-Time Quarterly Record LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are...
Data and Research | April 18th, 2023 Report Reveals Increase in Number of Workers Delaying Retirement Employees are now more than twice as likely to describe their personal finances as fair or poor, as they are...
Investing | April 11th, 2023 Increased Pension Fund Liabilities Overrode Investment Returns in March According to most analysts, the fall in discount rates raised liabilities by more than the growth in equities, leading to...
Investing | March 22nd, 2023 Fed Continues Inflation Fight Despite Banking Failures Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'
Investing | March 13th, 2023 Lower Liabilities Somewhat Offset by Equity Volatility in February Overall, U.S. corporate pension funding levels experienced a slight increase last month.