Perspectives
US Pension Briefing – March 2023
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...
US Pension Briefing – February 2023
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...
Pension Plan Annuity Purchase Update – Q4 2022
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...
US Pension Briefing – January 2023
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...
US Pension Briefing – December 2022
Key takeaways Discount rates were up slightly for the month, but meaningfully up year-over-year. Equity markets were down again for the month and for the year (the S&P 500 had its worst year since 2008). While funded status most likely deteriorated in December,...
Agilis Named a Best Place To Work In Money Management by Pensions & Investments
Leader in institutional investment and risk-management consulting also named finalist in CIO Industry Innovation Awards BOSTON, MA, December 13, 2022 – Agilis Partners LLC, a leading investment, actuarial and risk management group, has been recognized in the 2022 Best...
In The News: Questions Arise on Whether More is Better in PRT Market
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...
Pension Plan Annuity Purchase Update – Q3 2022
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...
In The News: Are Most Pension Plans Really Close to Being ‘Fully Funded’?
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 the...
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