Valmex steps up efforts to grow in Mexico’s stagnant private-pension segment

Valmex’s Luis Lozano said the voluntary pension market is a solution for those with higher income, “who are not fully covered under the traditional and obligatory pension market.”

Principal’s Mexican fund management unit raises profile in corporate pension space

"In countries where Principal is present, we are dedicated to management of resources for retirement and we believe there is a great potential in Mexico,” says the firm's Luis Lozano,

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Mercer: Viability of corporate pensions requires reinstating 100% deductibility to plan sponsors

Reduction of deductibility from 100% to 53% as part of the 2014 Fiscal Reform paralyzed Mexico's private-pension fund industry, said Mercer Mexico's Ivette Maya.

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Pension consultant: Small firms can’t afford to launch, fund corporate plans

Recent tax reform is only partly to blame for slow growth of corporate plans in Mexico, Antonio Valencia, director of actuarial operations at the Vitalis pension consulting firm, told Fund Pro Latin America.

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Fiscal reform takes bite out of tax benefit on pension-plan contributions

Up until 2013, contributions made by plan sponsors to private pension plans were 100% tax deductible. However, the new fiscal reform reduces the percentage to 53% and potentially just 47%, according to sources consulted by Latin Asset Management.

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