Pensions
Corporate Pension Plans Inch Further Into Surplus Territory
In response, plan sponsors are strategizing about more than pension risk transfers.
Tag: Pension Risk Transfer
Regulation
Weyerhaeuser PRT Complaint Tossed, Plaintiffs Granted Standing
The case can be amended and refiled in the same district court.
Pensions
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
Swiss Re Makes Inaugural US Retiree Longevity Transaction
The $2 billion transaction was conducted with Athene as counterparty.
Pensions
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
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
WTW Sees Nearly $100B UK Pension Risk Transfer Market in 2026
Favorable pricing and strong competition could drive industry growth this year.
Corporate Moves
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
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
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
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.
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.
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.
Newsmakers
BCG Penbridge Adds 2 Pension Risk Transfer Consultants
Tom Sablak and Sam Mossing join the firm's de-risking consulting practice.
Pensions
Former Employee Accuses IBM of ‘Imprudent’ PRT Decision
IBM and State Street stand accused of putting cost savings ahead of retirees’ security by handing $14 billion in pension obligations to a Prudential unit.