Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Seyfarth Synopsis: The first two district court opinions deciding whether plaintiffs have Article III standing to challenge pension risk transfers have reached opposite conclusions. One case will ...

The pension risk transfer market continues to show growth, as total U.S. single-premium PRT sales hit $51.8 billion in 2024. That level marks a 14% increase from the prior year’s results and is less ...

Offloading retiree pension risk to an insurance company became less expensive for plan sponsors in April, according to consulting and actuary firm Milliman, which tracks the cost of de-risking pension ...

Sponsors of defined-benefit pension plans contemplating taking steps to de-risk their plans should consider recent guidance from the U.S. Department of Labor’s (DOL) Employee Benefits Security ...

The US pension risk transfer (PRT) market is experiencing rapid growth, fueled by regulatory changes, favorable economic conditions, and a heightened focus on reducing financial risks. Key trends ...

GE is facing a proposed class-action lawsuit over its transfer of $1.7 billion in pension liabilities to an insurance company. The new case against GE, which was brought by law firm Schlichter Bogard, ...

CRTs have changed since the financial crisis. But the eventual credit cycle turn is likely to show again that weaker banks' CRT use merely transformed, but did not eliminate, risk, writes Jill Cetina.

BCG Pension Risk Consultants | BCG Penbridge (“BCG”) today released a special report tracing the U.S. pension risk transfer (PRT) market’s 50-year evolution from its origins to the present day. The ...