Compliance | March 18th, 2024 Association of BellTel Retirees Points to Red Flags in Verizon PRT Deal Advocates for the protection of retirees’ pensions and benefits say the telecom firm has ‘shamefully discarded 97,000 loyal retirees’ in...
Compliance | August 29th, 2023 PSEG Annuitizes Benefits for 2,000 Retirees The pension risk transfer deal only affects retirees and is not tied to a plan termination.
Data and Research | August 25th, 2023 Pension Risk Transfers Continue to Surge in Q2 Sales reached a record-setting $16.2 billion in the second quarter, a 31% increase from 2022, LIMRA found.
Data and Research | May 25th, 2023 Pension Risk Transfers Continue to Skyrocket in Q1 PRT sales have broken records yet again, as the market grew another $6.3 billion in the first quarter of this...
Data and Research | December 19th, 2022 Pension Risk Transfer Market Keeps Setting Records Increases in both funded status and availability have spurred a huge year expected to reach more than $50 billion in...
Data and Research | October 14th, 2022 Inflation and Rates Likely to Spur Pension Risk Transfers Majority of plan sponsors say economic concerns are influencing their de-risking decisions.
Data and Research | May 5th, 2022 Pension Risk Transfer Volume At Record Level First quarter pace is projected to accelerate this year.
Administration | March 9th, 2022 PRT Strategies for Active Participants Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies...
Administration | March 7th, 2022 Understanding PRT: A Checklist for Implementing a Pension Risk Transfer Experts discuss the various elements to consider before implementing a pension risk transfer to help ensure its success.
Administration | March 4th, 2022 Understanding PRT: A Look at PRT Solutions and Costs Pension risk transfer includes a spectrum of options, with cost and other considerations for each.
Compliance | March 4th, 2022 Understanding PRT: Administrative and Fiduciary Considerations One important distinction to make when considering a pension risk transfer is the difference between fiduciary and settlor functions.
Investing | March 4th, 2022 Understanding PRT: Retiring Your Pension Plan Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Compliance | January 5th, 2022 Pacific Life Fined for Unlicensed PRT Business A penalty was assessed after a New York State Department of Financial Services investigation uncovered violations of state insurance law....
Investing | December 27th, 2021 With Pandemic Lessons Learned, Institutional Investors Gear Up for 2022 The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and...
Administration | December 9th, 2021 Factors That Determine Whether the Time Is Right for PRT Pension risk transfer activity is picking up, and plan sponsors have several considerations when implementing transactions.
Administration | November 29th, 2021 The Importance of Good Data for DB Plan PRT Activities While clean data is important for identifying deaths and locating participants and beneficiaries, it can also have a great cost...
Administration | November 29th, 2021 Reasons Not to Use Pension Funding Relief Using funding relief to lower contributions to DB plans can increase PBGC premiums and get those plan sponsors that are...
Data and Research | October 8th, 2021 Most DB Plan Sponsors Seeking an Exit More pension risk transfer transactions are likely to be seen within the decade—and by more down-market plans—for a variety of...
Administration | August 4th, 2021 Standard Agreements Aim to Make PRTs More Efficient The pension risk transfer trend is expected to continue, though most transactions are implemented by large companies, and transferring pension...
Administration | May 3rd, 2021 Forces Come Together to Make PRTs More Attractive Increased funded status for DB plans and rising interest rates make now a good time for plan sponsors to consider...