Administration

Jana Steele, senior vice president and researcher for Callan, says auto-portability is the next natural extension of highly successful plan design innovations from the past decade.

Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in unintended consequences, BlackRock found.

Research published by NTSA also finds a 203% increase in average contribution rates among plans providing access to 15 or more providers compared to plans with only one...

Entities that monitor defined benefit (DB) plan funded status noted that the decline could have been worse had interest rates not increased and pushed down plans’ liabilities.

Scripps Chief Financial Officer Lisa Knutson says the pension risk transfer agreement is “another move in the company’s effort to de-risk its pension plan.”

They can also prompt participants to make other important improvements to their savings strategies, Voya Financial learned.

The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large employers with ample resources can have trouble setting...

The Standard recommends automatic plan features as well as managed accounts.

An article by Brian Donohue, partner at October Three Consulting, discusses how a funding surplus can pose a challenge to DB plan sponsors’ risk transfer or plan termination...

When compared with 2017 projections, life expectancy for 65-year-old private pension participants decreased slightly less than one month for women, and faintly more than a month for men.

OPERS said the move is expected to lower its funding level, but increase the time in which it can pay off liabilities.

New Wells Fargo plan health research shows “high influence” plans do not all look the same, nor are they just the most generous plans in terms of the...

If interest rates continue to rise, this may have a negative impact on equity valuations; consequently, according to Goldman Sachs research, the present period may represent a limited...

Larger DB plans have access to liability hedging, overlay managers and derivatives to manage interest rate risk, and small plans want these capabilities but cannot afford the expense,...

A Deloitte analysis finds a typical defaulting borrower could lose $300,000 in retirement savings over his career.

PwC has identified findings about money personalities and behaviors that can influence how employers tailor their approach to financial wellness programs.

Some firms that track pension funded status point out that plan sponsors should prepare for changes in the future as a market correction is expected and funding relief...