April 30th, 2018
Equity prices have strongly recovered since the Great Recession, bringing some benefit to corporate pension funded status, but pension plan sponsors have still faced periods of unprecedented volatility, a prolonged slowdown in global growth, and historically low interest rates.
April 20th, 2018
This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.
April 13th, 2018
Alexi Maravel, director of Cerulli’s institutional practice, observes that the LDI topic is “probably the most competitive pricing environment among the different types of institutional custom solutions available today.”
December 11th, 2017
Eighty-one percent of pension plan professionals say funded status volatility is their top motivating factor for pursuing an LDI strategy.
Deals and People
December 1st, 2017
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.
September 7th, 2017
John Lowell, with October Three, says for two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors and provides more meaningful benefits to participants.
December 28th, 2016
Six essential DB strategies
November 4th, 2016
Despite market volatility and a continued low interest rate environment, DB plan sponsors can still establish an effective LDI strategy to derisk their plans.
November 3rd, 2016
Nearly 85% of pension plans paying PBGC premiums have less than 1,000 participants—so it only makes sense that small plans make up a significant proportion of the ERISA industry’s annual risk transfer business.
October 12th, 2016
A lot of parties are involved in even a modestly sized pension risk transfer deal; aligning their interests, timelines and incentives for success is no small task.
June 8th, 2016
Market volatility and funding relief allowing lower required contributions have impacted the value of LDI and other pension plan de-risking strategies, SEI says.
Data and Research
June 1st, 2016
Steady as a drumbeat, LIMRA Secure Retirement Institute data shows pension buyouts topped $1 billion for the fourth consecutive quarter.
May 19th, 2016
The issue of funding pension plans has risen to the attention of companies’ leadership, a survey shows.
November 19th, 2015
establishes new long/short equity option designed for retirement plans, and LGIMA touts
new liability-based funds for small and mid-sized pensions.
October 1st, 2015
NEPC improves glide path customization abilities, and MassMutual teams with Envestnet on managed accounts.
September 11th, 2015
They perform well in all interest rate environments.
September 3rd, 2015
Manulife says the adoption of PFaroe risk analytics will complement its global liability-driven investing offering.
August 6th, 2015
It’s been something of a common monthly performance story
for pension plans in recent years, with decreasing rates overpowering
May 14th, 2015
In finance as in physics, investment market forces produce both upside and downside.
May 13th, 2015
Plan sponsors looking to enact a PRT transaction, but lacking sufficient cash, might consider “hibernating” their portfolio until a more favorable risk transfer opportunity arises.