Pensions
Asset Returns, Interest Rates Fall Among Milliman 100 in June
Though minimal in the short term, persistent drops in pension funding could ‘drain’ firms’ surpluses, cautioned Milliman’s Zorast Wadia.
Tag: Corporate pension funding
Opinion
Using the Power of a Pension Surplus to Enhance Retirement Security
Overfunded defined benefit plans are now a hallmark of corporate America, and sponsors are exploring new, strategic uses of pension surpluses to extend employee benefits.
Pensions
Corporate Pension Plans Inch Further Into Surplus Territory
In response, plan sponsors are strategizing about more than pension risk transfers.
Asset Management Culture
Post-OCIO Life: What Happens to Investment Teams After Outsourcing
The decision to outsource investments often faces pushback from investment staff, many of whom soon have to find new roles.
Pensions
Pension Finances Improve for Third Straight Quarter
An increase in discount rates, coupled with a decrease in liabilities, is largely responsible for the December 2025 outcome.
Pensions
Corporate Pension Funding Ratios Hit Highest Level Since 2007
Asset surpluses of the largest corporate defined benefit plans continued to surge in September.
Pensions
Corporate Pension Funding Drives Higher in August
Strong investment returns drove gains in corporate pension funding surpluses.
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
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.
Pensions
Corporate Pension Plan Funded Status Shows Continued Improvement
May saw a decline in discount rates, while equity markets maintained high funding levels.
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.
Asset Allocation
Higher Discount Rates Offset Lower Equity Values in August
U.S. corporate pension funds improve by 0.7 percentage points, to 99.0% in August from 98.3% in July.