PLANSPONSOR Weekend Newsdash
Week ending December 22nd, 2017
Happy Friday, PLANSPONSOR readers! This week, we’ll center on defined benefit (DB) plans. First up, with 2017 coming to a close, brush up on provider options with our Defined Benefit Administration Survey, published in the April/May edition of PLANSPONSOR. Then, read up on the recently updated mortality tables from the Internal Revenue Service (IRS), applied for calendar year 2019. Nextif you’ve wondered why liability-driven investment (LDI) strategies are steadily popping up in pension plans, a new survey from Cerulli Associates can answer your question. Eighty-one percent of survey respondents indicated the top factor driving the appeal of LDI. In a different survey, Cerulli explores how economic, social and governance investing (ESG) is paving their way towards the defined benefit spectrum, and NCPERS research covers why policymakers should avoid diminishing public pensions. All this and more on this week’s edition of PLANSPONSOR Weekend. Have a great weekend, and a wonderful holiday to those celebrating!
News
Research
Defined Benefit Administration Survey
Although published earlier this year, the end of the year can present a good opportunity to review provider options.Read more >
Compliance
IRS Issues Mortality Tables to Be Used for DB Plans in 2019
The updated mortality improvement rates and static tables apply for purposes of calculating the funding target and other items for valuation dates occurring during calendar year 2019.Read more >
Investing
More DB Plans Using LDI Strategies
Eighty-one percent of pension plan professionals say funded status volatility is their top motivating factor for pursuing an LDI strategy.Read more >
Investing
DB Plans, Retail Investors Expected to Embrace ESG
Cerulli even expects environmental, social and governance investing to become “the baseline of how portfolios are constructed.”Read more >
Data and Research
Public Pensions Have Been Able to Pay Promised Benefits
New research shows that funding status has little correlation with a pension fund’s ability to pay its promised benefits, and NCPERS urges policymakers to stop trying to shut down public pensions.Read more >
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A TIAA survey also found employees are more concerned about day-to-day finances than saving for retirement.

Plan Sponsors Might Mitigate ERISA Lawsuits With Defensive Provisions
Sponsors can craft retirement plan document language to manage their exposure to claims for benefits and other Employee Retirement Income Security Act claims.
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Some may describe the arrival of the coronavirus as a “watershed moment.”

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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