NCR Offers Pension Lump Sums to Retirees
June 12, 2014 (PLANSPONSOR.com) – NCR Corporation is offering a second defined benefit plan lump-sum window—this time to retirees and beneficiaries already receiving monthly benefits.
Administration
DB Buyout Cost Ticks Up in April
June 11, 2014 (PLANSPONSOR.com) - The cost of purchasing an annuity to cover defined benefit (DB) plan liabilities continues to tick up, while the cost of maintaining pension...
Diversity Can Benefit Investment Committees
June 11, 2014 (PLANSPONSOR.com) – Plan investment committees could benefit from a greater diversity in membership, says a new paper from Vanguard.
Public Pension Funding Should Improve in 2014
June 10, 2014 (PLANSPONSOR.com) – A report about the funding of state and local pensions notes 2014 could be a pivotal year.
80% of DB Sponsors Interested in Risk Transfer
June 9, 2014 (PLANSPONSOR.com) - Eight in 10 defined benefit (DB) plan sponsors expressed interest in pension risk transfer products.
PSNC 2014: DB Plan De-Risking
June 5, 2014 (PLANSPONSOR.com) – The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that presents no shortage of challenges or opportunities to...
Funding of S&P 1500 Plans Unchanged in May
June 4, 2014 (PLANSPONSOR.com) – An analysis by consulting firm Mercer finds that funding for defined benefit (DB) pension plans sponsored by S&P 1500 companies remained relatively unchanged...
PSNC 2014: Fixed Income and Stable Value
June 4, 2014 (PLANSPONSOR.com) – The stable value market has changed significantly post financial crisis, says Josh Kruk, head of stable value portfolio management at Dwight Asset Management,...
Funded Status of Corporate DB Plans Decline
June 4, 2014 (PLANSPONSOR.com) – The funded status of corporate defined benefit (DB) pension plans decreased in May, says a recent BNY Mellon analysis.
Institutional Plan Sponsors See Modest Gains in Q1
May 28, 2014 (PLANSPONSOR.com) – Institutional retirement plan sponsors benefited from continued gains in domestic equity and fixed income during the first quarter of 2014, says an analysis...
Foundations and Endowments Seek to Lower Investment Risks
May 23, 2014 (PLANSPONSOR.com) – Foundations and endowments appear to be transitioning portfolios away from their largest holdings, according to eVestment, a provider of investment data analytics.
Are Mutual Fund Managers Driven to Perform?
May 23, 2014 (PLANSPONSOR.com) — A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running...
CalPERS Adopts Policies to Contain Contribution Increases
May 23, 2014 (PLANSPONSOR.com) – The California Public Employees' Retirement System (CalPERS) Board of Administration approved new actuarial policies to contain rate increases for small public agency employers.
Frequent Participant Trading Elicits Fund Provider Response
May 19, 2014 (PLANSPONSOR.com) – Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.
Mercer Addresses Misconceptions About DB Lump-Sum Windows
May 16, 2014 (PLANSPONSOR.com) – While offering lump-sum distribution windows to terminated, vested participants could reduce the liabilities of a defined benefit (DB) plan, some plan sponsors are...
Expense Ratios for Equity Mutual Funds Lower
May 14, 2014 (PLANSPONSOR.com) – Investors paid lower average expense ratios for equity mutual funds in 2013, says a report from the Investment Company Institute (ICI).
Real Estate Boosts Master Trust Returns in Q114
May 13, 2014 (PLANSPONSOR.com) - The median return of the BNY Mellon U.S. Master Trust Universe was 1.94% for the first quarter of 2014, the third straight quarter...
Institutional Investors Increasing ETF Use
May 12, 2014 (PLANSPONSOR.com) – The use of exchange-traded funds (ETFs) by institutional investors is increasing, a study finds.
Funded Status Deficit for Large DB Plans Grows
May 8, 2014 (PLANSPONSOR.com) – The funded status of the largest U.S. defined benefit (DB) pension plans decreased in April, shows data from consulting and actuarial firm Milliman,...
Pension Financing Decreases in April
May 8, 2014 (PLANSPONSOR.com) – The Towers Watson Pension Index dropped 1.2% for the month of April to 74.3, showing a decrease in the financing of pension plans.