January 2026
22Jan

Fondo danés AkademikerPension planea salir de bonos del Tesoro de EE.UU.

El fondo de pensiones danés AkademikerPension planea salir de los bonos del Tesoro de Estados Unidos antes de que termine el mes, ante la preocupación de que las políticas del presidente Donald Trump hayan creado riesgos crediticios demasiado grandes como para ignorarlos. “Estados Unidos básicamente no es un buen crédito y, a largo plazo, las finanzas del gobierno de Estados Unidos no son sostenibles”, dijo a Bloomberg el martes Anders Schelde, director ejecutivo de inversiones de AkademikerPension. AkademikerPension, que administra alrededor...

January 22, 2026
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22Jan

Exposure to US assets ‘increasingly uncomfortable’ for pension trustees

UK pension schemes’ exposure to US assets has become an “increasingly uncomfortable contradiction” for trustees, Isio chief investment officer, Barry Jones, has said. In a statement marking the anniversary of President, Donald Trump’s, second inauguration, Jones noted that the US market represented the majority of global equity market opportunity and continued to deliver strong returns. However, aspects of the political and regulatory direction of the US administration over the past year were sitting uneasily with the environmental, social, and governance (ESG)...

January 22, 2026
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22Jan

Extinguishing ESG: US House Approves Prohibitive Bill for Pension Funds

A bill which would prohibit ESG factors being considered by pension fund managers and in pension plans has been narrowly approved by the US House of Representatives. The Protecting Prudent Investment of Retirement Savings Act – also referred to as HR 2988 – seeks to amend the 1974 Employee Retirement Income Security Act (ERISA) to specify requirements regarding the consideration of pecuniary and non-pecuniary factors. It proposes to add limitations on consideration of non-pecuniary factors by fiduciaries, including ESG factors,...

January 22, 2026
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20Jan

How Trump’s Greenland tariffs will hit investments and pensions – and what to do

Investors and pension savers are worried about the impact that tariffs could have on their money Stock markets across the globe have dipped after Donald Trump said he would charge tariffs on multiple European countries including the UK until a deal is reached for Washington to purchase Greenland from Denmark. The US President said he would impose a 10 per cent tariff “on any and all goods” sent to the USA from 1 February, increasing to 25 per cent from 1...

January 20, 2026
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20Jan

Most Americans surveyed cut or stopped retirement savings due to the current economy

Recent data from Allianz Life’s Q4 2025 Quarterly Market Perception study found that more than half of Americans (51%) have either stopped or reduced their retirement savings in the past six months due to the current economic environment. Two in three (66%) say they have not been able to contribute to their savings as much in the past six months due to the current economic environment. Concerns about the cost of health care is a contributing factor, according to the study....

January 20, 2026
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13Jan

US. Verizon’s PRT Case Dismissed in New York

A federal judge in New York dismissed a complaint accusing Verizon and its advisers of violating the Employee Retirement Income Security Act through a $5.7 billion pension risk transfer. In a January 8 opinion in Dempsey et al. v. Verizon Communications Inc. et al., U.S. District Judge Alvin Hellerstein ruled that retirees lacked Article III standing to challenge Verizon’s decision to terminate two defined benefit pension plans by purchasing group annuities from Prudential Insurance Co. of America and RGA Reinsurance Co. Hellerstein, a senior U.S....

January 13, 2026
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12Jan

US. For 2026, these 401(k) details ‘matter more than ever,’ advisor says. What you need to know

As more older Americans near retirement, many are eager to boost 401(k) savings to combat the rising cost of health care and other day-to-day expenses. And for 2026, there are key 401(k) changes that investors need to know, financial experts say. This year, “small 401(k) details matter more than ever,” said certified financial planner Joon Um with Secure Tax and Accounting in Hayward, California. For 2026, you can defer up to $24,500 into your 401(k) plan, up from $23,500 in 2025. The full plan limit, which includes employer matches, profit sharing and...

January 12, 2026
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08Jan

US. What Retirement Savings Look Like for People Under 35

How Many People Under 35 Have Any Retirement Savings If you're in your 20s or early 30s, you may not be thinking much about retirement. Only about half of U.S. households with a reference person under age 35 had any money in retirement accounts in 2022, according to the latest available data from the Federal Reserve’s Survey of Consumer Finances. That makes young adults the working-age group that's the least likely to have dedicated retirement savings.1 This makes sense, of...

January 8, 2026
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07Jan

Funded status of largest US corporate pension plans now well over 100% for year-end 2025

The funded status of the nation’s largest corporate defined benefit (DB) pension plans improved significantly in 2025, according to an analysis by WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company. WTW examined pension plan data for 349 Fortune 1000 companies that sponsor U.S. DB pension plans and have a December fiscal year-end date. The aggregate pension funded status of these plans at the end of 2025 is estimated to be 104%, an increase from 101% at the...

January 7, 2026
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05Jan

Equable Institute Analysis: U.S. Public Pension Funds Close 2025 with Strong Returns

Equable Institute released a year-end update to its State of Pensions 2025 report. The analysis finds the aggregate funded ratio for U.S. state and local retirement systems are on track to improve from 78.0% in 2024 to 82.5% in 2025, based on data available through December 31st, 2025. Equable Institute estimates that unfunded liabilities will total $1.27 trillion for the 2025 fiscal year, compared to $1.54 trillion at the end of 2024. Strong market performance and record high contribution rates...

January 5, 2026
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