For MetLife’s latest Pension Risk Transfer Poll, U.S. defined benefit (DB) plan sponsors were surveyed to assess the likelihood they would engage in pension risk transfer (PRT), determine what specific PRT activities they would most likely use, and understand the current catalysts driving interest in PRT to an insurance company.
MetLife’s 2017 Pension Risk Transfer Poll sought to assess the current pension risk transfer (PRT) landscape, including intentions with regard to PRT and catalysts driving PRT to an insurer; understand sponsors’ knowledge about and interest in flexible transaction structures; and, probe on sponsors’ expectations for the 2017 level of PRT activity.
The Pension Risk Strategies Summit features case studies presented by pension fund fiduciaries and investment managers who reveal their pension risk strategies. For more information on last year’s summit, download the supplement.
Wayne Daniel, Senior Vice President and Head of U.S. Pensions at MetLife, spoke with PLANSPONSOR about pension risk transfer, including the importance of participant protections and the customer experience.
MetLife’s Wayne Daniel, senior vice president and head of U.S. pensions, digs into the factors driving the pension risk transfer trend.
The 2013 study shed light on the confluence of forces that has increased plan sponsors’ awareness of the nature and inter-relationship of the risks associated with their plans.
The 2012 study indicated that, rather than returning to the asset-centric, total rate of return focus seen in the inaugural study, a more balanced focus on assets and liabilities had continued and deepened.
The 2011 study found that, as the economy started to stabilize, plan sponsors were showing signs of differentiating among the risk factors.
The 2010 study reported that plan sponsors were open to a potential reconsideration of the importance of all risks, placing nearly equal importance on all of them.
