Data & Research January 13th, 2025 Corporate Pension Funding Status Rose in December, Ending Strong in 2024 Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension...
Data & Research January 7th, 2025 Pension Income Accounted for $1.5T of US Economic Output in 2022 Private and public sector defined benefit pension fund payments also added $224.3 billion in tax revenue, according to the National...
Data & Research December 10th, 2024 Corporate Pension Funds Near Year-End on Strong Note The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.
Practice Management December 5th, 2024 Veteran Plan Advisers Advocate for DB Expertise Jim Robison and Tommy Ford, both members of the Retirement Advisor Council, explain why defined contribution plan advisers should include...
Data & Research November 14th, 2024 October Sees Gain in Corporate Pension Funded Status An increase in discount rates helped corporate pensions by offsetting both a decline in asset values and weak investment returns.
Data & Research October 15th, 2024 US Gets C+ Grade for Pension System in Global Ranking The Netherlands holds the top spot in Mercer’s pension index, while the authors call for global retirement reform amidst falling...
Data & Research October 14th, 2024 September Shows Slight Decline in Funding Status for Most DB Plans The majority of pension consultancies report liabilities edged out strong market results.
Data & Research September 15th, 2024 Mixed Results for Corporate Pension Funded Statuses Most pension trackers reported that equity markets performed well in August but were offset by an increase in liabilities.
Deals & People June 11th, 2024 Marsh McLennan’s Mercer to Acquire UK-based Retirement Plan Consultant Mercer parent Marsh McLennan will expand its international retirement footprint with purchase of Cardano.
Data & Research June 11th, 2024 Funded Status of U.S. Corporate Pension Plans Continues to Improve in May Funded status improvement continues for fifth consecutive month, though in contrast to April, strong equity markets bolstered a decline in...
Data & Research May 6th, 2024 DB and DC Participant Access Update The BLS’ most recent data reports 67% of private workers have access to a defined contribution plan and 15% can...
Data & Research September 25th, 2023 US Retirement Assets Rise for 4th Straight Quarter Through Q2 Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
The Markets July 27th, 2023 Investment Product and Service Launches Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.
Data & Research June 14th, 2023 US Retirement Assets Grow to $35.4 Trillion in Q1 Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.
The Markets November 3rd, 2022 Private Real Estate Funds Are Up 7.4%. Can More DC Participants Get a Foot in the Door? Private real estate investments typically only available for institutional and wealthy investors can be a stable hedge against inflation and...
The Markets February 2nd, 2022 Helping DB Plan Sponsors Consider Risks for Their Portfolios Investment managers discuss opportunities moving forward for corporate defined benefit plans.
Compliance January 5th, 2022 New York State Fines Pacific Life for PRT Violations The company was penalized for violating state law by conducting an unlicensed insurance business.
The Markets January 3rd, 2022 DB Plans Should Invest to Achieve Set Objectives in 2022 Protecting funded status, addressing inflation risk, adding value, and more are among suggestions from consultants and asset managers.
Data & Research December 28th, 2021 Cash Balance Plans More Popular With Smaller Plan Sponsors An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as...
Compliance November 16th, 2021 Defendants in Outdated Mortality Table Suit Agree to Benefit Recalculations The suit against fiduciaries of a Huntington Ingalls Industries pension plan has reached a settlement that includes a $2.8 million payment.