PRT – Pension Risk Transfer

AAA (American Academy of Actuaries) -
- 2016 - AAA - Issue Brief: Pension Risk Transfer- [link] --- 12p
ACLI (American Council of Life Insurers) -
- Pension De-Risking - [link]
MetLife -
- 2022 - MetLife - 2022 Pension Risk Transfer Poll - [link] - 10p
NAIC - CIPR - Pension Risk Transfer (PRT) - [link]
NOLHGA
- 2016 - NOLHGA - NOLHGA Report Comparing The Federal Pension System and the State Insurance System - 68p
Removing Pension Assets: Risks to Retirees and the Federal Pension Insurance Program -
Senate -
- 2022 0908 - GOV (Senate) - Current Issues in Insurance
  - banking.senate.gov/hearings/current-issues-in-insurance
SOA (Society of Actuaries) -
- 2021 - SOA - Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies, Society of Actuaries - 64p

2018 0129 - WSJ - MetLife Says Pension Shortfall Will Prompt Financial Revisions: Insurer expects to increase its reserves by more than $500 million to deal with overdue benefits, By Leslie Scism - [link]
2018 0508 - WSJ - MetLife Will Take Over Pensions for 41,000 FedEx Retirees With about $6 billion in pension payments, deal is one of biggest for U.S. life insurers in recent years, By Leslie Scism - [link]

2022 08/09 - naic.org///national_meeting/Minutes-FSTF.pdf - 44p
- 12. Pension Risk Transfer (PRT) Business Supported by Complex Investments
  - 2016 - NOLHGA - State Guaranty Funds Compared to Pension Benefit Guaranty Corporation (PBGC) Protection – National Organization of Life and Health Insurance Guaranty Associations - 68p
    o No further action was deemed necessary

2018 1231 - Metropolitan Life Insurance Company, Form 10-K, For the fiscal year ended December 31, 2018 - sec.gov/Archives/edgar/data/937834/000093783419000006/mlic-12312018x10k.htm
- Revenues derived from FedEx Corporation were $6.0 billion for the year ended December 31, 2018, which represented 20% of consolidated premiums, universal life and investment-type product policy fees and other revenues.
- The revenue was from a single premium received for a pension risk transfer.

2014 - SOA / Deloitte - Pension Risk Transfer Evaluating Impact and Barriers for De-Risking Strategies, Society of Actuaries - 61p