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.
Data and Research | February 17th, 2023 Worldwide Pension Assets Fell in 2022, to Lowest Level in 15 Years The decline for pension assets was the largest since the financial crisis of 2008, new data shows.
Investing | February 14th, 2023 U.S. Corporate Pension Funding Remains Largely Unchanged in January Funding levels improved most for pension funds that have significant weighting towards equities, said Agilis.
Investing | January 13th, 2023 Corporate Pension Funding Marginally Retreated From Levels To End 2022 December equity performance reduced pension funding levels from highs earlier in the year.
Data and Research | December 14th, 2022 Corporate Pension Plan Funding Remains Up in 2022, Despite November Drop The funding status of corporate pensions in the U.S. was down narrowly in November, as liability growth outweighed investment gains.
Data and Research | December 12th, 2022 Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
Data and Research | December 1st, 2022 Average Account Balances Drop for Self-Directed 401(k) Brokerage Account Investors Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...
Benefits | November 14th, 2022 US Corporate Pension Plans Near Full Funding Equity performance and higher interest rates in October contribute to higher funded ratios.
Compliance | October 14th, 2022 PBGC Proposes Rule for Multiemployer Pension Withdrawals The Pension Benefit Guaranty Corporation proposal clarifies assumptions for determining an employer’s withdrawal liability.
Data and Research | October 12th, 2022 Funding Status of Pensions Increases Marginally Despite Equity Market Downturn Corporate pension funding ratio improves to best rate of the year in September despite 2022’s worst month of market losses
Compliance | September 26th, 2022 Plan Sponsors Consider PBGC Premium Strategies As plan sponsors near the deadline for changing how they calculate PBGC premiums, some are considering a change in light...
Data and Research | September 14th, 2022 Employment, Income Inequality Cited as US Drops to 18th on Natixis Retirement Index Norway takes the top rank from Iceland, while Switzerland remains in second.
Data and Research | September 12th, 2022 Higher Discount Rates Offset Lower Equity Values in August Pension funding status improved slightly in August, according to Sweta Vaidya, North American head of Solution Design with Insight Investment.
Compliance | December 15th, 2021 Delta Air Line’s Interest Rate and Mortality Assumptions Challenged in Court The plaintiffs in a new ERISA lawsuit suggest Delta Air Line’s pension plans’ annuity conversion factors were set decades ago,...
Investing | July 20th, 2021 Plan Progress Webinar: Mid-Year Investment Review At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors...
Investing | September 2nd, 2020 Inflation Is Not All Bad. In Fact It Is Essential for Growth. Many find it counterintuitive that the U.S. Federal Reserve would want to push up inflation, but it has some good...
Investing | August 28th, 2020 New Normal for Interest Rates Embraced by Federal Reserve In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution...
Investing | July 16th, 2020 Some Say Coronavirus Will Cement New Normal for Rates The world has indeed embraced a new normal—but not one necessarily tied to interest rates.
Opinions | September 3rd, 2019 Barry’s Pickings: Meaning for DC Plan Participants of Decreases in Interest Rates Michael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive...
Investing | August 15th, 2019 Caution Warranted When Tying Yield Curve Inversions to Recession One expert suggests the current yield curve inversion—often called a harbinger of recession—is due more to declining inflation expectations and...