Pension Management

Analysis

M&A Risk: Watch out for Pension Plans

Michael Clark |

Pension plans can complicate M&A transactions if not dealt with properly. Here are some things to consider.

Analysis

U.S. Companies Treading Water on Pension Funding

Katherine Chiglinsky & Richard Clough |

GE's gaping pension deficit is just a tiny part of companies' $269 billion gap.

Analysis

Pension Bill Designed to Shore up Multiemployer Plans

Allison Bell |

H.R. 397 would provide $70 billion in financial assistance to multiemployer plans; critics say the plans actually need $722 billion.

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.