Investing

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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.

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.

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

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

A luxury goods company, media company, beauty retailer and media and entertainment company are all employers implementing student loan debt repayment matching this year.