Wednesday, March 3rd, 2021
A biweekly topical newsletter from PLANSPONSOR
A newsletter to educate and inform sponsors of defined benefit (DB) plans or employers considering offering a DB plan to employees.
Could There Be a Renewed Interest in DB Plans?
There are plan designs that decrease the risk and volatility for plan sponsors, and defined benefit plans offer the guaranteed lifetime income participants desire.
Portfolio Investment Mix Made a Difference in January DB Plan Funded Status
Companies that measure defined benefit plan funded status also point out that legislation has been introduced that would provide more relief for plan sponsors.
Data and Research
Data Provides Reasons for Encouraging the Offering of DB Plans
In addition to providing a secure source of retirement income for employees, a report shows benefit payments support the economy and contribute to job growth.
The DOL’s ESG Proposal and DB Plans
Defined benefit plan fiduciaries can expand on their evaluations of ESG investments to show they are financially beneficial and not just a philosophical choice.
DB Plans Can Expect Continued Funded Status Issues
The solutions to manage funded status differ for public and corporate plans.
Considering the Potential Future Volatility for Multiemployer Plans
Whether a plan is in dire financial straits or not, many employers likely want to get out of them, but their options may come at high cost or present other issues.
Frozen DB Plans Still Require Much Attention
There is nearly as much work to do when a DB plan is frozen as when it’s open, and ignoring it could come at great cost.
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