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.
This article discusses retirement security for defined benefit (DB) pension plan participants and how it can be significantly affected by plan sponsors’ plan design choices and the decision participants make on how to take their accrued benefits.
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.
This article focuses on the annuity buyout, and more specifically, on the practice of using assets-in-kind (AIK), rather than cash, to fund this approach.
The 2013 study shed light on the confluence of forces that have 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, suggesting that a new trend might be taking hold.
The 2011 study found that, as the economy started to stabilize, plan sponsors were showing signs of differentiating among the risk factors, focusing on a smaller number of risk factors and paying greater attention to them.
The 2010 study reported that, in the course of just one year, plan sponsors were open to a potential reconsideration of the importance of all risks, placing nearly equal importance on all of them.
