Pension Plan Annuity Purchase Update – Q3 2018

Pension Plan Annuity Purchase Update – Q3 2018

Pension Plan Annuity Purchase Update Market Activity Source: LIMRA Secure Retirement Institute Through the the first three quarters of 2018, pension buy-out sales continue on a record-breaking pace. Q3 sales totaled $6.3 billion which brings year to date sales to...
Retirement Update – January 2019

Retirement Update – January 2019

Retirement Update Key Takeaways: Discount rates were down materially, but still up substantially since the beginning of the year. Equities were also down materially during December. Fixed income/hedging assets were up. Funded statuses likely were down significantly...
Retirement Update – December 2018

Retirement Update – December 2018

Retirement Update Key Takeaways: Discount rates were flat for the month, but still up materially since the beginning of the year. Investment returns were mostly up, however an up and down month for equities. Funded status should have remained neutral to slightly...
Retirement Update – November 2018

Retirement Update – November 2018

Retirement Update Key Takeaways: Equity markets made headlines with a global sell off that erased 2018 gains for many indices. Discount rates increased significantly during the month, pushing liabilities down. A typical plan would have seen funded status deteriorate...
Pension Plan Annuity Purchase Update – Q2 2018

Pension Plan Annuity Purchase Update – Q2 2018

Pension Plan Annuity Purchase Update Market Activity Source: LIMRA Secure Retirement Institute Through the first half of 2018, pension buy-out sales are once again on a record-breaking pace. Q2 sales eclipsed $8.2 billion which brings year to date sales to $9.6...
Retirement Update – October 2018

Retirement Update – October 2018

Retirement Update Key Takeaways: Discount rates slightly increased during the month, pushing liabilities down. Investment returns were down except for small gains in developed equity markets. Even with small to negative returns, the increase in discount rates should...