Pensions
Robust June in Stocks Puts an ‘Exclamation Point’ on Pension Funding
U.S. corporate funding levels stay high as the likelihood grows of an interest rate cut later this year.
Tag: Agilis
Pensions
Record $15B in Pensions Transferred to Insurers in Q1
Jumbo deals by Verizon and Shell led a busy quarter that points to a busy year for PRT.
Pensions
US Corporate Pension Funding Mixed on Stock Declines
Record pension funding levels cooled slightly in April from a drop in asset values, but were partly saved by another uptick in discount rates.
Pensions
US Corporate Pensions Continue Funding Surplus in March
Funded status for U.S. defined benefit plans continues to push to all-time highs, according to several data trackers.
Pensions
Corporate Pension Funding Sees Mixed November Returns
Corporate pension funding returns varied depending on the allocation of a plan’s assets.
Pensions
US Corporate Pension Funding Status Keeps Climbing
After another month in which funded status improved, according to most projections, some models reached their highest points in more than a decade.
Asset Allocation
Words of Wisdom
The Class of 2023 Knowledge Brokers draw on their collective decades of experience and offer actionable advice for success (investment and otherwise) in tumultuous times.
Pensions
US Corporate Pension Funding Rises Slightly in September
Funding status rebounded from a loss in August.
Market Moves
US Corporate Funding Ratios Decline Slightly in August
Corporate pension funding decreased for the first time since December 2022.
Asset Allocation
Strong Equities, Dip in Liabilities Boost Pensions
July sees fourth consecutive month of improved U.S. corporate pension funding.
Pensions
Corporate Pension Funding Hits Highest Level Since Financial Crisis
Strong June investment returns drive significant jump as liabilities stabilize.
Market Moves
US Corporate Pension Funded Status Improves After Equity’s Strong April
Liabilities also increased in the month, and while watching Fed rates closely, more pension plans neared full funding.
Pensions
Corporate Pension Funding Ratios See Slight Increase in February
Volatile equity market performance mostly offset the impact of lower liability values in February, resulting in a modest boost in corporate pension funded ratios.
Pension Risk Transfers: What to Watch Out For
Will the PRT be financially solid? Will the sponsor be left worse off? How will transferred beneficiaries fare?
Pensions
Corporate Pension Funding Posts Small Gain in January
Lower effective yields on 10- and 30-year Treasury bonds, and on corporate credit, decreased the discount rate, offsetting strong equity gains.