Tag: interest rates

December equity performance reduced pension funding levels from highs earlier in the year.

The funding status of corporate pensions in the U.S. was down narrowly in November, as liability growth outweighed investment gains.

Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...

Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...

Equity performance and higher interest rates in October contribute to higher funded ratios.

The Pension Benefit Guaranty Corporation proposal clarifies assumptions for determining an employer’s withdrawal liability.

Corporate pension funding ratio improves to best rate of the year in September despite 2022’s worst month of market losses

As plan sponsors near the deadline for changing how they calculate PBGC premiums, some are considering a change in light...

Norway takes the top rank from Iceland, while Switzerland remains in second.

Pension funding status improved slightly in August, according to Sweta Vaidya, North American head of Solution Design with Insight Investment.

The plaintiffs in a new ERISA lawsuit suggest Delta Air Line’s pension plans’ annuity conversion factors were set decades ago,...

At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors...

Many find it counterintuitive that the U.S. Federal Reserve would want to push up inflation, but it has some good...

In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution...

The world has indeed embraced a new normal—but not one necessarily tied to interest rates.

Michael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive...

One expert suggests the current yield curve inversion—often called a harbinger of recession—is due more to declining inflation expectations and...

"The new normal for interest rates simply means that retirement investors have to take more risk,” says Steve Foresti, CIO...

Michael Barry, president of O3 Plan Advisory Services LLC, discusses how interest rate movement affects retirement savings and what retirement...

They also expect the bull market will end in the coming year.