Pension Management

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.

Analysis

Pension Risk Transfers Target the Small Fry

Susan Kelly |

Companies with underfunded pension plans try to contain costs by buying annuities for retirees receiving modest benefits.

News

Proposed Government Unit Would Let Pension Plans Borrow Money

Marlene Y. Satter, BenefitsPro |

Legislation would set up a new office, the Pension Rehabilitation Administration, within Treasury.