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 Michael Clark and James Walton | Dec 12, 2022 | Annuity Purchase, In The News, Pension Plan, Uncategorized
Managing Directors, James Walton and Michael Clark were quoted in a recent piece published by Pensions & Investments regarding fiduciary due diligence of insurers participating in the pension risk transfer market. Click here to read the full article (Subscription...
by Agilis | Dec 8, 2022 | Annuity Purchase, Pension Plan, Uncategorized
Market Activity Source: LIMRA Secure Retirement Institute Pension buyout sales totaled a record $26.1B in Q3 2022, which represents the highest volume ever recorded in a single quarter and brings the year-to-date 2022 sales to $41.1B. This breaks the annual record of...
by Ryan McGlothlin | Dec 7, 2022 | Annuity Purchase, In The News, Pension Plan, Uncategorized
Managing Director, Ryan McGlothlin authored an article that was featured in BenefitsPRO that looks at pension plan termination liability calculations and why most providers get it wrong – and the consequences of getting those estimates wrong. Click here to read...
by James Walton | Dec 5, 2022 | Annuity Purchase, Pension Plan, Uncategorized
Introduction Private Equity (“PE”) firms and other alternative asset managers, have become increasingly involved in the Pension Risk Transfer (“PRT”) market in recent years. Several insurers are at least partially owned by or have strong relationships with PE...
by Michael Clark, Joe Anzalone and James Walton | Dec 1, 2022 | Annuity Purchase, Pension Plan, Uncategorized
What kind of due diligence do plan sponsors need to perform on potential insurers before they transfer their pension liabilities to them? Watch our short video below to understand what you need to know. Check Out Our Other Perspectives INVESTMENT ADVISOR: ...
