Category

2021-Industry

Factors That Determine Whether the Time is Right for PRT

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.
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Improved Corporate Pension Funding Enables Further Derisking

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.
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Companies Decide the Time is Right to Offload Pensions to Insurers

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.
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Retirement Income Policy Needs a Facelift

With "Peak 65" just around the corner, America’s patchwork retirement income policy is showing its age.
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Plan Sponsors Expecting More from Advisors

In the midst of the COVID-19 pandemic, there was a heightened demand for advisor guidance and expertise.
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How Today’s Annuities Serve the Needs of Tomorrows Retirees

Things appear to be moving slowly back toward the “old normal.”
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Good News For Company Plans: Need for More Distributions is Dwindling

Corporate tax reduction and strong investment returns have put pension plans in a good place, a NISA study finds.
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Has the Tide Finally Turned for Annuities?

Retirement planning and gaining income from assets in an effort to seek future financial protection is gaining steam.
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Special Report: Will Pension Risk Transfer Someday Control All DB Plans?

Without thoughtful preparation, offloading liabilities can be a costly and time-consuming endeavor.
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Rollercoaster Ride Yields Lower Pension Expense Despite Liabilities Going Higher

The largest U.S. corporate pension plans finished 2020 with a higher funding deficit than a year before.
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