Pension Plan Annuity Purchase Update – Q1 2019

Pension Plan Annuity Purchase Update – Q1 2019

Pension Plan Annuity Purchase Update Market ActivitySource: LIMRA Secure Retirement InstituteFollowing the record-breaking $26.3 billion in 2018, total pension buyout sales eclipsed $4.7 billion in Q1 2019, an increase of 240% compared to Q1 2018. Sales were driven by...
Interest Rates – Where to From Here?

Interest Rates – Where to From Here?

Understanding the dynamics that drive interest rates is critical to understanding the level of current rates, why they have changed in the past, and how they might change in the future. This understanding allows investors and pension sponsors to make informed...
Pension Plan Annuity Purchase Update – Q4 2018

Pension Plan Annuity Purchase Update – Q4 2018

Pension Plan Annuity Purchase Update Market ActivitySource: LIMRA Secure Retirement InstituteTotal pension buyout sales once again increased in 2018. Q4 sales totaled nearly $10.5 billion which brings total 2018 sales to $26.4 billion, compared to $23 billion in 2017....
Roadblock Removed Allowing for Retiree Lump Sums

Roadblock Removed Allowing for Retiree Lump Sums

The IRS has given plan sponsors the green light to move forward with offering lump sums to defined benefit plan retirees or other participants who are “in pay status”, receiving monthly checks. Or perhaps it’s more accurate to say that they’ve removed the Stop sign....