Liability Hedging and PPA Funding Elections It is important to assess the potential risks associated with changing current PPA funding elections in response to interest rates.
Pension Risk Transfer versus Cash Flow Matching There are numerous factors plan sponsors should consider before deciding to utilize cash flow matching in lieu of pension risk transfer.
Retirement in balance Explore approaches within DB and DC plans to provide guaranteed income while considering plan sponsor costs, participant outcomes, and risk management.
Fed’s half-point rate cut: The impact on DB plan discount rates The impact on shorter-term yields is clear, but less so for longer-term yields, such as pension discount rates.
2025 CFO Survey Results: Pension oversight, investments, & governance We explore how DB plan sponsors are reshaping governance structures and evolving fiduciary practices to meet today’s demands.
Alternative investments Revisiting 417(e) stability and lookback periods We explore stability and lookback periods for lump sum provisions in DB plans.
Alternative investments Chasing liability growth rates Explore how rising interest rates can impact DB pension plan liability growth rates and what to consider when navigating the current environment