Tag: Pension Risk Transfer

Regulation September 1, 2026

Court Recommends Dismissing Suit Challenging AT&T Pension Risk Transfer

A Massachusetts federal magistrate says that the suit lacks evidence against AT&T as being responsible for selecting the annuity pension provider.

Regulation June 18, 2026

PBGC Reaffirms Limits of Pension Insurance in First Opinion Letter in 24 Years

The agency also clarified that certain annuity buyouts do not trigger a reportable event.

Pensions May 12, 2026

Corporate Pension Plans Inch Further Into Surplus Territory

In response, plan sponsors are strategizing about more than pension risk transfers.

Regulation April 6, 2026

Weyerhaeuser PRT Complaint Tossed, Plaintiffs Granted Standing

The case can be amended and refiled in the same district court.

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.

Pensions March 17, 2026

Swiss Re Makes Inaugural US Retiree Longevity Transaction

The $2 billion transaction was conducted with Athene as counterparty.

Pensions February 12, 2026

DB Plans Choosing to De-Risk Instead of Terminate

The pace of insured U.S. pension annuitizations slowed in 2025 after exceeding $50 billion in 2024, Aon reported.

Pensions February 12, 2026

Economic Uncertainty, Market Volatility Led to Steep Decline in Canadian PRT Transactions

Pension risk transfer volume in the country declined 40% in 2025, according to a report from Normandin Beaudry.

Pensions February 10, 2026

WTW Sees Nearly $100B UK Pension Risk Transfer Market in 2026

Favorable pricing and strong competition could drive industry growth this year.

Corporate Moves February 2, 2026

Meiji Yasuda Expands US PRT Business With Banner Life Acquisition

The previous insurance arm of Legal & General Group PLC was purchased by the Japanese insurer for $2.3 billion.

Pensions December 11, 2025

Single-Premium Buy-In Sales More Than Triple in Q3

The $4.3 billion in sales represents the highest quarterly sales for buy-in products on record, according to LIMRA.

Pensions November 13, 2025

RTX to Transfer $2.5B in Pension Obligations to Prudential

The pension risk transfer will result in a $300 million settlement charge in the fourth quarter.

Pensions October 27, 2025

L&G Completes $6.14B Pension Risk Transfer With Ford UK Pensions

The buy-in transaction for 35,000 retirees is the largest in the country this year.

October 8, 2025

PRT Lawsuit Against AT&T Dismissed

The court’s determination that the plaintiffs have standing to sue allows for the complaint to be refiled and could embolden others considering litigation.

September 25, 2025

Pension Risk Transfer Lawsuit Against General Electric Dismissed

The company was accused of violating its fiduciary duty by picking Athene for a $1.7 billion PRT in 2020.