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March 2025

06Mar

The U.S. has a record low fertility rate. Is that good news or bad news? It’s complicated.

The U.S. fertility rate — the average number of children each woman gives birth to — fell 22% between 1990 and 2023, according to the latest data from the Centers for Disease Control and Prevention’s National Center for Health Statistics (NCHS). It’s not a new trend; the decline began in 2007, just ahead of the 2008 recession. Coupled with the rapidly aging American population, the falling fertility rate has long made policymakers nervous about draining Social Security funds and generally causing...

March 6, 2025
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05Mar

More Than Half of U.S. Households Have Retirement Accounts, CRS Says

More than half of U.S. households had retirement accounts in a just-released study by the Congressional Research Service. That’s 54%, to be exact, according to the CRS in “Distribution of Retirement Account Balances: Analysis of the 2022 Survey of Consumer Finances,” released on Feb. 26, 2025. The CRS defines “retirement account” for purposes of this study as defined contribution (DC) plans and individual retirement accounts (IRAs). It recognizes, however, that U.S. households have other sources of income during retirement as...

March 5, 2025
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05Mar

‘Trump can’t tell people where to invest their money’

One of Donald Trump’s first acts on returning to the White House was to withdraw the US from the Paris Agreement, and he has long railed against environmental, social and governance investment and “woke capitalism”, having rolled back more than 100 environmental rules and policies in his first term. So there is an understandable fear that Trump’s stance will slow momentum towards meeting net-zero targets and reduce sustainable investment around the world. Multiple financial institutions have withdrawn from net-zero alliances set...

March 5, 2025
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05Mar

US Public Pension Funds Increased Allocations to Fixed Income in 2024

US public pension funds are raising their fixed-income allocations, but with equities still holding the largest share of portfolios, US small- and mid-cap stocks could present an opportunity, according to the National Conference on Public Employees Retirement System (NCPERS). Data from 201 US public pension funds revealed that while allocations to other asset classes declined in the first half of 2024, fixed-income investments saw a sharp increase. Equities remained the largest part of pension portfolios, averaging a 41.5% allocation, though this was down...

March 5, 2025
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February 2025

28Feb

US. Public pension funds allocate more to fixed income, lower return assumptions — NCPERS

Public pension funds are increasing allocations to fixed income and continuing to lower their investment assumptions, according to a study from the National Conference on Public Employees Retirement Systems. The study, which reflects data from 201 U.S. public pension funds that collectively oversee more than $3 trillion in assets, shows those plans that reported data as of June 30 had an average investment return of 9.5%, and the trend toward lower investment return assumptions continues with an average discount rate...

February 28, 2025
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26Feb

US. Public Pension Plans Reach 5-Year High of 83.1% Funded

Public pension funds’ funded status has risen to a five-year high amid equity market strength, according to a study from the National Conference of Public Employees Retirement Systems. The annual NCPERS retirement study, which the organization has conducted since 2011, found that the average public pension has seen its funded status reach 83.1% through the first half of 2024, typically when the fiscal years for these plans ended. The report also found that discount rates have decreased to an average of 6.67%...

February 26, 2025
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25Feb

The Biggest Challenges Facing Older Americans: Insights from the Aging Advisory Group

Adults aged 50 and older are the fastest-growing age group of those experiencing homelessness, making up nearly half of the single-adult homeless population, which is estimated to triple over the next decade. Older adults are especially vulnerable to becoming homeless, as many live on fixed incomes that are insufficient to cover the cost of housing and other expenses. Aging Advisory Group To address the rapid increase of older adults experiencing homelessness, the National Alliance to End Homelessness, in partnership with the RRF...

February 25, 2025
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21Feb

Multiemployer Pension Funding Study: Year-end 2024

By Tim Connor,Timothy Herman,Rex Barker & Nina Lantz The amounts in Figure 1 reflect the $70 billion in SFA granted to 97 plans that received the funds by December 31, 2024, including $16 billion paid during 2024. Without the SFA program, the aggregate funded percentage would be approximately 89%. The liabilities in Figure 1 are projected using discount rates equal to each plan’s actuarial assumed return on assets. Assumed returns generally fall between 6.0% and 8.0%, with a weighted average interest...

February 21, 2025
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21Feb

US. Milliman analysis: Multiemployer pensions approach 100% funding in aggregate at year-end 2024

Milliman, Inc., a premier global consulting and actuarial firm, today released the 2024 year-end results of its Multiemployer Pension Funding Study (MPFS), which analyzes the funded status of all U.S. multiemployer defined benefit pension plans based on assumptions and data in their latest Form 5500 filings. “Strong returns during the first and third quarters of 2024 largely drove the year’s significant rise in the aggregate funded percentage, which reached the second-highest point since Milliman launched this study in 2007” Post this As...

February 21, 2025
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20Feb

UPS to deliver $1.2 billion to U.S. pension plans in 2025

United Parcel Service Inc., Atlanta, plans to contribute $1.2 billion to its U.S. pension plans in 2025. The shipping company disclosed its plans in its Feb. 18 10-K filing with the SEC. UPS previously contributed $1.2 billion each to the U.S. pension plans in 2024 and 2023 and $2 billion to the plans in 2022. In 2024, UPS hired Goldman Sachs Asset Management to provide outsourced CIO services for its U.S. pension plans. As of Sept. 30, UPS’ team of 22 investment...

February 20, 2025
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