Strong End to 2020 Puts DB Plan Funded Status Back to Where It Started the Year
Defined benefit plans that use an LDI strategy faced less volatility over the year, and funded status improvements were helped...
Tag: DB plan funded status
COVID-19 Having Major Impact on Pensions
Many terminated or furloughed employees have taken early retirement, curtailing contributions and raising payout obligations.
DB Funded Status Nearly Back to Level From Beginning of Year
A strong equity market rally in November gave defined benefit plan funded status a boost, but long-duration fixed income also...
Continued Volatility Signals Poor Year for DB Plan Funded Status
Higher contributions can be expected in the future and asset allocation makes a difference, according to firms that track defined...
A Look at Hospital and Health Care System Pensions
Health care organizations face an uphill battle financially, but the right strategies for investing and controlling PBGC premiums can help...
Most Estimates Show DB Funded Status Declined in September
A decline in equity markets caused funded status to decrease during the month, and firms say DB plan sponsors should...
August Emerges as the Best Month for DB Plan Funded Status in 2020
However, firms that track pension plan funded status warn about the potential for more market volatility ahead in 2020.
Lower Interest Rates Foil Market Rally Impact on DB Plan Funded Status
Firms that monitor DB plan funded status say it is uncertain whether Congress will offer additional funding relief; many plans...
How DB Plans Fare During Volatility Depends Greatly on Portfolio Allocation
Depending on asset allocation, some plans have fared better than others, but the majority are down for the year.
Corporate Pensions See Slight Funded Status Boost in May
Markets are rebounding, but discount rates used to measure liabilities are falling, and pension consultants wonder if pending legislation will...
CARES Act May Help DB Plans Avoid Funding-Based Limitations
DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded...
DB Funded Status Estimates Are Mixed in April
Sources say volatility will continue for pensions, and risk remains in equity markets.
DB Plans Fall Victim to the Coronavirus
Firms that track DB plan funded status offer considerations for plan sponsors and note that how sponsors position themselves will...
Coronavirus Creates Perfect Storm for DB Plan Funded Status Drop in February
What happened to interest rates is just as important as what happened to equity markets, and DB plan sponsors should...
Low Interest Rates, Coronavirus Deal Blow to DB Plan Funded Status
Plans with the greatest exposure to equities will generally see the largest funded status declines, according to River and Mercantile.
Most DB Plans Saw Little Funded Improvement in 2019
Plan sponsors will need to consider whether in 2020, as in 2019, stock market returns will be great enough to...
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...
LDI the Key to DB Plan Funded Status Gains
About three-quarters of plans surveyed by NEPC with a funded status of 90% or higher have utilized liability-driven investing (LDI).
Increase in Interest Rates Gives DB Plans a Boost in September
Jessica Hart, with Northern Trust Asset Management, notes, “Even though the Fed cut rates by 25 bps, the average liability...
DB Plan Funding Takes a Hit From Record-Setting Low Interest Rates in August
Pension plans that have invested in long bonds would have benefited, according to Northern Trust Asset Management, and Legal and...