Tag: pension risk transfer

Both active annuitants and deferred annuitants can go to MassMutual’s website to access information about their annuity, as well as...

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

J.P. Morgan’s “Corporate Pension Peer Analysis 2018,” says 2018 was the largest asset allocation de-risking year for defined benefit (DB)...

“A big driver of the 2018 buy-out sales was a combination of mid- to large-PRT deals,” says Eugene Noble, research...

The IRS had previously put a halt to the practice of defined benefit (DB) plan sponsors offering lump-sum windows to...

Jonathan Barry, MFS Investment Management, discusses key trends retirement plan sponsors may expect to see this year, as well as...

The company announced one annuity buy-out transaction and one annuity buy-in transaction.

Sixty-seven percent of defined benefit (DB) plan sponsors polled say they will conduct an annuity buyout to de-risk, and the...

MetLife has been accused of failing to take sufficient measures to locate annuitants, declaring them dead and transferring the assets...

Mercer recommends 10 areas of focus for defined benefit plans in 2019.

There are goals and deadlines during the termination process, so a plan sponsor doesn’t want to hit a roadblock and...

The firm is terminating its pension plan via a combination of lump-sum distributions and an annuity purchase.

Scripps Chief Financial Officer Lisa Knutson says the pension risk transfer agreement is “another move in the company’s effort to...

An article by Brian Donohue, partner at October Three Consulting, discusses how a funding surplus can pose a challenge to...

David Davala, with Findley, discusses considerations for defined benefit (DB) plan sponsors before deciding whether to transfer some of their...

If interest rates continue to rise, this may have a negative impact on equity valuations; consequently, according to Goldman Sachs...

The sizable deal comes as more large employers close to within striking distance of PRT transactions.

“While PRT can be a highly effective tactic for plan sponsors to reduce risk and shift liabilities off their books,”...