Pensions
US Corporate Pension Funding Nudges Higher in FY 2020
Asset returns of 13.4% offset plunging discount rates to lift funded levels to 88.4%.
Tag: Funded Status
Pensions
US Corporate Pension Funded Ratio Climbs to 92.9% in February
Despite weak returns, funded levels rise for the fifth consecutive month.
Asset Allocation
US Corporate Pension Funded Ratio Climbs to 89.8% in January
An increase in discount rates boosted the funded levels of the 100 largest corporate pension plans by $39 billion.
Pensions
US Public Pensions’ Funded Ratio Soars to Record in Q4
The number of plans with funded levels above 90% nearly doubled during the final quarter of 2020.
Veteran Series: How Bob Maynard Turned PERSI Around
The stickler for a conventional investing style talks about his start in the business.
Asset Management Culture
Veteran Series: For Matt Clark, Investing Is a Matter of Principle
A secret of the South Dakota pension plan chief’s success: putting a premium on inculcating strong values among staff members.
Risk
South Dakota Mulls Trimming COLA Minimum to Zero, to Help Withstand a Downturn
The fully funded pension program has a strict policy of staying that way, but the inflation adjustment currently can go no lower than 0.5%.
Pensions
US Public Pensions Bounce Back from Dismal First Quarter
Asset gain of $308 billion in April-June period lifts estimated funded ratio to 71.2% from 66%.
Research
US, Canadian Pension Funds Rebound with Markets in Q2
Resurgent equities erase nearly 40% of US corporate pension funded status loss during first quarter.
Pensions
Nonprofit Hospitals’ Pension Funded Status Could Weaken After COVID Relief
The CARES Act has given many health care pension funds short-term relief, but that could result in lower funded ratios, says S&P.
Coronavirus - COVID-19
US Corporate Pensions See Shocking $93 Billion Funding Gain in March
Surging discount rate offsets asset loss of $85 billion.
Research
Milwaukee Could Learn a Thing or Two from Wisconsin’s Healthy Pension
Research from Wisconsin Policy Forum dissects the disparities between the state’s three largest pensions and lessons to be learned from its best.
Pensions
Tumbling Discount Rates Eat Away at Funded Ratios
Despite $14 billion investment gain in January, falling rates cause US corporate pension deficits to balloon.
Pensions
Despite Robust Returns, Funding Level for Top 100 US Corporate Plans Drops in 2019
Record-low rates negate plans’ 15.66% investment return for the year.
Research
2019 Funding Ratio Drops Despite November Lift in US Corporate Pension Investment Returns
Milliman warns a December correction could be ‘disastrous’ for pensions.