Tag: DB plan distress terminations

Compliance April 23rd, 2018

PBGC Modifies Forms and Instructions for Distress Terminations

Plan sponsors now have the opportunity to contact the agency for a pre-filing consultation to discuss the filing process and ensure the filing of a distress termination is appropriate given the sponsor’s specific circumstances.

March 26th, 2018

Options for Unaffordable Pensions: Out-of-Bankruptcy Distress Terminations

A distress termination may be a viable option for financially challenged employers that need pension funding relief but want to avoid bankruptcy.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Financial ownership: Helping participants move from engagement to actions

Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference

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Checklist for Financial Wellness

An excerpt from Una Morabito's Keynote lecture at the PLANSPONSOR National Conference 2019

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Keys to our target date success - Capital Group & American Funds

Apu Sikri & Ralph Haberli

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Income for the Retirement Years

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Bonds are Different – Active versus Passive Management

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Women & Investing

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

MARKET MIRROR

Thursday, the Dow decreased 52.29 points (0.19%) to 27,094.79, the NASDAQ was up 5.49 points (0.07%) at 8,182.88, and the S&P 500 was virtually unchanged at 3,006.79. The Russell 2000 closed 6.87 points (0.44%) lower at 1,561.47, and the Wilshire 5000 was down 12.48 points (0.04%) at 30,750.09.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.791%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.229%.

Industry White Papers

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
Hooker & Holcombe 2019 Municipal Pension & OPEB Report Puzzled by how your pension & OPEB plans stack up against other municipal plans?
How a Custodian Started Up a Fintech Solution for CIOs Asset allocators struggle to harness portfolio data in a way that efficiently and effectively supports their investment process. Comprehensive, high-quality, nimble and accessible data: that’s the objective. Most asset owners find themselves at an inflection point with their infrastructure, and need to modernize quickly.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.

Tag: DB plan distress terminations

PBGC Modifies Forms and Instructions for Distress Terminations

Options for Unaffordable Pensions: Out-of-Bankruptcy Distress Terminations

Firms Announce Changes to Equity Compensation, ESPP Platforms

Sidecar Savings Accounts Create Current and Future Financial Security

Proposed Financial Transactions Tax Would Hurt Retirement, Education Savers

Study Suggests Reasons Most Physical Wellness Programs Don’t Work

Ruling in ERISA Case Lets Adviser Partly off the Hook