Friday, May 30th, 2025 ⁠A topical newsletter from CIO DB Plans in Surplus Large surpluses are leading corporate pension plan sponsors to evaluate options for the future of their plans. SPONSORED AD Asset Allocation How Companies With Frozen, Overfunded Pensions Approach the Future Corporations are increasingly evaluating de-risking options for their pension funds, while also adding risk to their portfolios. Asset Allocation As Many DB Plans Reach a Surplus, Plan Sponsors Have Options Delta Air Lines CIO Jonathan Glidden offers a peek into the internal debates. Asset Allocation Market Volatility, Litigation Slow PRT Deal Flow Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants. Pensions Largest 100 Corporate Pension Plans See Strong Increases in Funding Surplus More than half are in surplus, with 12 plans reporting a funding ratio greater than 125%, according to Milliman’s 2025 corporate pension funding study. Pensions Proposals Offer New Ways to Use Retirement Surpluses to Boost Benefits, Raise Revenue American Benefits Council has pitched plans to redirect surplus funds from pension funds without terminating retirement plans. Pensions How to Evaluate the Options for a Corporate Pension Plan in Surplus Capital Group’s Colyar Pridgen points out efficient ways to utilize a pension surplus. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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