The PRT Decision: What Plan Sponsors Need to Know

Bill Emmett and Christopher Park explain key issues around pension risk transfers.

Quarterly Results for Institutional Investors Reflect the Initial Impact of the Pandemic

Four of the primary types of institutional investors (public and corporate defined benefit (DB) plans; nonprofits; and Taft-Hartley plans) experienced sharp declines in the first quarter and smaller drops for the 12 months ending March 31. A quarterly rebalanced 60% S&P 500/40% Bloomberg Barclays Aggregate portfolio declined 10.9% during the quarter and 0.4% over the […]

What You Need to Know About the SECURE Act

The most substantial legislation affecting retirement since the Pension Protection Act of 2006 became law recently. Known as the SECURE Act (for Setting Every Community Up for Retirement Enhancement).