Market Moves
Working Past 65 Redefines Portfolios and Retirement
As economic pressures mount, a shift toward extended employment for older workers will increase, changing what it means to be retired.
Tag: October Three Consulting
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 Levels Skyrocket in February
A majority of the largest U.S. corporate pensions are at their highest levels in decades, according to a number of pension trackers.
Pensions
US Corporate Pension Plans Continue to Improve Funded Status in January
A rise in discount rates helped most statuses increase last month, according to multiple pension trackers.
Pensions
US Corporate Pension Plans Ended 2023 at Record Funding Levels
A December stock rally outpaced the bond sell-off, improving funding in most pension measures.
Regulation
SECURE 2.0 Cash Balance Reforms Codified by IRS
The changes should make it easier for defined benefit plans to pass IRS backloading tests.
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.
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.
What Is the Special Financial Assistance Program?
And what does the federal program for struggling multiemployer plans mean for the future of defined benefit plans?
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.