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Navigating Pension Risk Transfers

Navigating Pension Risk Transfers

A 2024 Pension Risk Transfer Industry Whitepaper by DIETRICH Seizing Opportunities in a Dynamic Market This whitepaper explores the evolving landscape of pension risk transfers (PRTs), covering not only the short-term trends from 2022-2024, but also the longer-term perspective of where the industry is going and the impact on plan sponsors, advisors and participants. Multiple...
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Are Pensions Poised to Make a Comeback?

“Total rewards is a pendulum. New benefits emerge, while older and little-used ones are phased out. Annual salary hikes come and go, depending on the economy. The same often goes for bonuses and other perks. Now, the latest point of conversation among total rewards experts is about one of the oldest benefits offerings: pensions….”
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Fidelity: About 1 in 5 Plan Sponsors Seeking New Retirement Adviser

One in five plan sponsors (22%) reported they were actively looking to switch advisers, with motivations including more service offerings and better participant communication and education, according to the 14th Fidelity Plan Sponsor Attitudes Study.
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Pension Risk Transfer Deals Hit Record Level in the First Half of 2023

In the first half of 2023 plan sponsors completed a record 289 pension-risk transfer transactions totaling $22.4 billion in premiums, according to a report from Aon, the largest PRT adviser.
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The PRT Decision: What Plan Sponsors Need To Know

Despite the turbulence of 2022 and the losses for both stocks and bonds, many corporate defined benefit (DB) plans are finding themselves in a better funded status position than at the end of 2021. As such, the pension “end game” is coming into clearer focus, and sponsors are considering pension risk transfers (PRTs).
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Jumbo IBM Deal Pushes Pension Risk Transfer To An All Time High

The second-largest U.S. pension risk transfer transaction on record, in combination with favorable conditions for similar de-risking activity by defined benefit plan sponsors, should push full-year 2022 activity to a new all-time high.
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Big Dollar Deals Push PRT Market to Expected New Record- Report

“The record growth further emphasizes that PRT is a key derisking strategy for plan sponsors even amidst market uncertainty.”
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Big Dollar Deals Push PRT Market to Expected New Record- Report

“The record growth further emphasizes that PRT is a key derisking strategy for plan sponsors even amidst market uncertainty.”
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Inflation Impacting Decisions on Pension Risk Transfer, Corporate DB Plans Say

Nearly all surveyed U.S. corporate defined benefit plan executives say inflation and higher interest rates are affecting their decision to initiate pension risk transfer transactions, according to results of a poll released by insurer MetLife on Wednesday.
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Planets aligning for U.S. pension funds to offload their liability risk

US corporate pension plans have reached a sweet spot in their derisking journeys that will enable them to pull the trigger on pension risk transfer transactions, including plan terminations.
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