by Agilis | May 5, 2023 | Pension Plan, Uncategorized
Key takeaways April saw a slight drop in discount rates as Treasury yields increased at the very short end but decreased at the long end while credit spreads narrowed slightly. Global equity market returns were mixed with large cap developed markets posting positive...
by Agilis | Apr 5, 2023 | Pension Plan, Uncategorized
Key takeaways Discount rates were down in March with Treasury yields falling more than credit spreads were widening Even with the turmoil in the banking sector, equity market activity was generally positive Funded status for most pension plans decreased as liability...
by Agilis | Mar 7, 2023 | Pension Plan, Uncategorized
Key takeaways Discount rates increased during February, with the FTSE Pension Liability Index up about 0.35% higher than at the end of January. Equity markets declined during February on continued fears of a recession in 2023. Funded status for most pension plans...
by Agilis | Mar 1, 2023 | Annuity Purchase, Pension Plan, Uncategorized
Market Activity Source: LIMRA Secure Retirement Institute Following the record-breaking Q3, pension buyout sales totaled $7.1B in Q4 2022. Despite this representing the lowest fourth quarter amount since 2016, total 2022 sales of $48.3B shattered the previous annual...
by Agilis | Feb 6, 2023 | Pension Plan, Uncategorized
Key takeaways Discount rates fell during the month of January, with the FTSE Pension Liability Index down about 0.33%. Equity markets were up 7-8% for the month showing a strong start to the year. Liabilities increased with falling discount rates but were offset with...
