Pension Management

Best Practices

No Relief for Pension Plan Sponsors

Jodan Ledford & Jason Shoup |

Financial markets—and pensions’ funded status—are likely to remain volatile in the year ahead.

News

Lump Sum Payments Are OK Again

Lynnley Browning |

U.S. companies get a green light from the Trump Treasury Department for controversial pension payouts.

News

Pension Risk Transfer Buyout Sales Top $8.2 Billion in Q2

Caroline Marwitz |

LIMRA expects market will exceed $23 billion for 2018.

CFOs Say More Increases in 401(k) Matches Are Coming

Emily Payne |

The corporate tax cut and a tighter labor market are translating to higher wages (finally).

Analysis

Clock Ticking for Pension Sponsors to Take Advantage of Tax Law

Caroline Marwitz |

Lower corporate tax rate spurs massive voluntary contributions to pension funds.

Analysis

The Near Future of Pension Risk Transfers

Hilary Johnson |

Companies are taking a nuanced approach in deciding how much pension risk to retain, and what to hand off to a third party.

Analysis

How ESG Factors Should Affect Pension Investments

Hilary Johnson |

Hint: Recent guidance from DOL suggests they shouldn’t.

News

FedEx to Transfer $6 Billion in Pension Obligations to MetLife

Mary Schlangenstein & Katherine Chiglinsky |

This enormous deal is the latest in a series of pension risk transfers due to the market environment and PBGC pricing trends.

Best Practices

Funding Pension Plans in 2018

Gordon A. Young |

2017 improvements to pension plans’ funded status, as well as early-2018 volatility, has implications for companies’ pension funding strategy this year.

News

Tax Reform Seen Limiting Corporate Bonds Available for Pension Plans

Katherine Chiglinsky, Brandon Kochkodin and Claire Boston, Bloomberg |

If companies decide to repatriate overseas cash, they're likely to issue less debt.