2021 Industry News

Pension risk transfer activity is picking up; the third quarter was also reported to be the second highest single quarter to date, behind only the fourth quarter of 2012; and plan sponsors have several considerations when implementing transactions.Read More

Of the corporate pension plans surveyed by NEPC in September, 67% use liability-driven investments and of that total, 48% said they have hit triggers in their LDI glidepaths since January, allowing them to derisk further, according to NEPC’s 2021 Defined Benefit Trends Survey of 76 corporate pension plans with combined assets of $115 billion.Read More

Companies have been eager to shed the plans for several reasons. The simplest one is risk: A pension is a liability that sits on an employer’s balance sheet for a very long time, and it has to be paid even if business is slow and markets are down.Read More

With "Peak 65" just around the corner, America’s patchwork retirement income policy is showing its age.Read More

In the midst of the COVID-19 pandemic, there was a heightened demand for advisor guidance and expertise.Read More

Things appear to be moving slowly back toward the “old normal.”Read More

Corporate tax reduction and strong investment returns have put pension plans in a good place, a NISA study finds.Read More

Retirement planning and gaining income from assets in an effort to seek future financial protection is gaining steam.Read More

Without thoughtful preparation, offloading liabilities can be a costly and time-consuming endeavor.Read More