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week ending December 20th, 2019
While 401(k)s had their share of news throughout 2019, defined benefit (DB) plans saw some changes as well. A recent EPI report found DB plans can offer more equality than 401(k)s. Additionally, the PBGC published a final rule on pension plans undergoing distress or involuntary termination, while the OSFI released a form for contribution schedule reporting. Also, DB plan experts argued why cash flow needs are greater now than ever; River and Mercantile published its Monthly Retirement Update for December; and we learned what DB plans can learn from insurance companies. All this and more, on this edition of PLANSPONSOR Weekend.
Editor's Choice
Data and Research
Could New DB Plan Designs Solve for Retirement Savings Inadequacy and Inequality?
Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their savings potential, while DB plans offer more equality.
Compliance
Officials Issue New Items for DB Plan Sponsors
The PBGC has issued a final rule regarding pension plans undergoing distress or involuntary termination, and the OSFI has released a form for contribution schedule reporting.
Administration
DB Plan Cash Flow Needs Are Greater Than Ever
In these days of low interest rates, and following money market reform, investing strategies are needed to meet cash-flow needs from retiring Baby Boomers and pension risk transfer actions.
Administration
DB Funded Status Held Up Fairly Well, Considering…
Though down for the year, DB plan sponsors have seen upticks in funded status for three straight months, and sources make suggestions for continuing to hold on.
Investing
What DB Plans Can Learn From Insurance Companies
Insurance companies take on pension risk, so why wouldn’t DB plan sponsors take lessons from insurer’s investment strategies?
Popular Reads
Compliance
Actions to Comply With SECURE Act Should Already Be Underway
Though more guidance is expected for certain provisions of the SECURE Act, there are some that are urgent for plan sponsors to address.
Compliance
IRS Announces 2020 Contribution and Benefit Limits
The contribution limit for employees who participate in 401(k), 403(b) and most 457 plans is increased from $19,000 to $19,500.
Administration
Components of Annuity Pricing
The costs of annuities depends on the type and the amount of flexibility.
Data and Research
DC Plans Moving to Become Decumulation Vehicles
More plan sponsors have a policy for retaining the assets of terminated and retired participants and more are offering decumlation strategies.
Administration
Retirement Plan Features to Consider Pruning
Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.
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