Tag: pension plans

For the year ended September 30, they are up 6.90%, according to Wilshire Trust Universe Comparison Service.

Instead, workers will source funding from their 401(k), IRA or other savings vehicles. 

The report also found a decline in future rates of mortality improvement. 

With a funding status of 95% or more, a buyout or risk transfer deal are two viable options for these plans.

Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.