Corporate Moves
October Three Acquires Broker Education Provider
Broker Educational Sales & Training content will be integrated into October Three’s Retirement Learning Center.
Tag: October Three Consulting
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
November Delivers Mixed Results for Pension Finances
Liability increases generally offset positive investment returns.
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
Funded Status of U.S. Corporate Pension Plans Rose Again in June
Aggregate surpluses rose to $114 billion in June from $102 billion in May, Mercer reports.
Market Moves
Rising Discount Rates Drove Down Pension Liabilities in April
Corporate pension funding levels rebounded in April despite equity market volatility.
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
Pension Risk Transfer Still Attractive Derisking Option, Despite Market Volatility
Corporate pension funding ratios and the the interest rates used to value their liabilities took a hit, but the time to derisk may be now.
Pensions
Corporate Pension Funding Ratios Continued to Decline in March
Equity markets extended their fall, outpacing the decline in the value of plan liabilities.
Pensions
Corporate Pension Funding Ratios Decline Amid Weak Market Returns
Pension finances weakened on lower returns in February.
Pensions
Corporate Pensions Continue Funding Surplus Rise in January
Strong markets, steady discount rates push funded status higher and higher.
Asset Allocation
U.S. Corporate Pension Funds Ended 2024 Strong
Aggregate funded status was at 100% for 2024, the first time since before the Global Financial Crisis that pension funds closed the year fully funded or better, per data from WTW.
Pensions
November Sees Another Gain in Corporate Pension Funded Status
If December can keep up the relatively strong results this year, defined benefit plan funded status may finish in the black for 2024.
Pensions
Corporate Pension Funded Status Slightly Declines in September
Plan liabilities increased faster than equity gains, resulting in slight declines in the funded status of U.S. corporate pension plans.
Pensions
Deadline for PBGC Premiums Is Approaching
The due date for premiums is on October 15; roughly 450 plans still have the opportunity to recover $800 million in 2023 premiums.