Pension Risk Transfers: What to Watch Out For
Will the PRT be financially solid? Will the sponsor be left worse off? How will transferred beneficiaries fare?
Tag: PRT
Research
Economic Concerns Likely to Spur Pension Risk Transfers
The vast majority of plan sponsors say inflation and rising rates are influencing their de-risking decisions.
Newsmakers
Pension Risk Transfer Market Has Largest First Quarter in History
Experts predict that this trend will only accelerate throughout the year.
The Plus Side of Rising Interest Rates: Lower Pension Liabilities
Higher rates are no friend to bond portfolios, but they make life easier for DB plans.
Newsmakers
Understanding PRT: Key Steps Leading to Successful PRT
As firms move on from the first step of cleaning up their data, they must next think about the financial and accounting implications that come with pension risk transfer.
Newsmakers
A Look at PRT Solutions and Costs
There are cost and other considerations for each solution on the spectrum of pension risk transfer options.
Newsmakers
Understanding PRT: Administrative and Fiduciary Considerations
Proper due diligence and administration are vital to guarantee that the transaction does not create additional risk for plan sponsors.
Risk
US Pension Buyout Sales More Than Triple in Q3 to $15.8 Billion
The pension risk transfer market is poised for a record-breaking year in 2021.
Opinion
Op-Ed: Don’t Leave Money on the Table When Evaluating Pension Risk Strategies
The passage of the American Rescue Plan Act in March has changed the game for CIOs considering an annuity buyout.
Pensions
Special Report: Will Pension Risk Transfers Someday Control All DB Plans?
The trend is mounting for corporate sponsors to shunt liabilities to insurers. But some don’t want to do that, and others can’t.
Pensions
Special Report: The Risk Factor in Pension Transfers
Plans often do piecemeal deals, to reduce the chances of everything going down the tubes.