Investing Archives | Page 2 of 186

Benefits | June 3rd, 2024

Now It Is About Protecting Healthy Funded Levels

Higher interest rates since 2022 have put corporate pension funds at their highest funding levels in many years, prompting plan sponsors to consider options to hold onto the...

Benefits | June 3rd, 2024

Increased Litigation Around PRTs Brings Insurance Industry Practices to Light

As defined benefit plan sponsors look to de-risk and offload pension liabilities, the selection of annuity providers has come under increased scrutiny in recent lawsuits.

Investing | June 3rd, 2024

Investment Strategies are Among the PRT Alternatives

Plan sponsors can consider plan conversions, similar to what IBM has done, hibernation or different investment strategies to reduce risk without transferring it.

Investing | May 14th, 2024

Record US Corporate Pension Funding Levels Largely Held Up in April

Drop in asset values was partly offset by another uptick in discount rates.

Investing | May 1st, 2024

DOL Rejects GAO Recommendation to Update TDF Guidance

GAO reports that the DOL does not offer adequate guidance on how to interpret differences across TDFs.

Investing | April 25th, 2024

None of the Largest US Corporate Pension Funds are Less Than 75% Funded, Per Milliman

The firm’s 2024 research found at least three pension funds with more than 140% funding levels.

Data and Research | April 5th, 2024

Mutual Funds See First Net Inflows in More Than 2 Years

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

Investing | March 20th, 2024

Can March Madness Improve Financial Literacy?

The Council for Economic Education offers lessons related to the annual NCAA basketball tournaments to help engage students on economics and personal finance.

Investing | March 18th, 2024

2024 PS Webinar: The Evolution of QDIAs

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

Benefits | March 13th, 2024

PLANSPONSOR Roadmap 2024: Implementation and Communication

A plan sponsor and industry advisers discuss tactics for engaging participants with financial education programs.

Investing | March 13th, 2024

Corporate Pension Funding Hits Best Levels in Decades

Pension trackers report record corporate pension funding in February due to strong markets and higher interest and discount rates.

Investing | March 8th, 2024

House Passes Bill Permitting Use of CITs by 403(b) Plans

The Senate now needs to consider the bill that would also expand access to capital for certain businesses.

Investing | March 8th, 2024

Measure Allowing CIT Use in 403(b) Plans Advances in the House

The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.

Administration | March 7th, 2024

Will DB Plan Sponsors With Overfunded Plans Consider Reversions?

Opportunities may arise for plan sponsors to take advantage of excess pension assets, but taxes must be considered.

Investing | March 7th, 2024

Product and Service Launches

T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s and 403(b)s; and more.

Benefits | March 6th, 2024

Dawn Foods Boosts Employer 401(k) Matching Contribution

Michigan-based Dawn Foods Inc. changed its contribution matching formula to increase the total and reduce participants’ confusion.

Investing | March 5th, 2024

Rise in TDF Popularity Causes Core Menus to Shrink

Because target-date funds represent a large and growing share of plan assets, plan sponsors are narrowing their core investment menus, according to NEPC data.

Investing | March 1st, 2024

PGIM: Core Menu Should Reflect Investment Needs of Older Participants

Because equity funds tend to dominate core investment menus, PGIM argues in a new paper that there is a need for more fixed-income and conservative funds.

Administration | March 1st, 2024

Kodak Outsources Management of Overfunded US Pension Plan

NEPC will manage the outsourced assets, as Kodak considers how to 'maximize the value of the over-funding.'

Investing | February 29th, 2024

Funding for 100 Largest US Public Pension Plans Dropped in January

Milliman reports that investment performance in January ranged from a loss of 1% to a gain of slightly more than 1%.