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.Read More

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.Read More

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).Read More

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.Read More