A summary and discussion of our article regarding the detrimental effects of pension plan funding relief provisions in 2023.
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Key takeaways December 2022 summary Despite the rocky road in the markets, 2022 proved to be a positive for many pension plan sponsors. At the forefront was the significant rise in discount rates that rose to levels that we haven’t seen since 2011. Pension plan sponsors will have seen their liabilities shrink considerably due to […]
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 may be required). One of the big takeaways from our perspective: there is rarely a single […]
Market Activity 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 $36B set in 2012 with three months still remaining to add to the 2022 total, which is expected […]
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