Tag: Defined benefit

Opinion May 28, 2026

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 March 19, 2026

More Than Litigation Could Curtail Future PRT Transaction Volume

Underlying drivers of demand for pension risk transfers appear to be deteriorating, according to Capital Group’s Colyar Pridgen.

Newsmakers December 15, 2025

Carlyle Taps NEPC’s Bill Ryan as Head of Retirement Solutions

The investment consultant’s defined contribution team leader will join the alts manager in January.

Pensions November 13, 2025

DB Plans See Best Year-to-Date Q3 Performance Since 2019

DB plans saw a median return of 4.43% in the quarter, reaching 10.72% for the year so far, according to data from Confluence.

Pensions September 2, 2025

US Public Defined Benefit Returns Beat Targets By A Mile

The median return of 11.3% for fiscal year 2025 topped the funds’ assumed rates of return by 430 basis points.

Pensions July 3, 2025

Asset Gains for 100 Largest Public Pensions Surge $98B in May; PRT Costs Decline

Funded levels for the plans rose to 81.1% during the month.

Asset Allocation April 11, 2025

48 Hours of Market Turmoil Lop Nearly 6 Points off Canadian DB Funded Ratios

In the two days after the U.S. announced new tariffs, the plans lost almost their entire C$18.4 billion surplus.