Tag: DB plans

How to Walk the Line With Pension Overpayments

Mary Shah and Mindy Zatto, from Strategic Benefits Advisors, discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

Institutional Plan Returns Rebound in Q1 2019

According to Northern Trust, Corporate Employee Retirement Income Security Act (ERISA) pension plans had the best first quarter on a relative basis, while the Wilshire Trust Universe Comparison Service shows Taft Hartley defined benefit (DB) plans, which had the largest allocation to U.S. equities, posted the highest Q1 gain.

IRS Updates Mortality Tables for DB Plans

The updated mortality improvement rates and static tables apply for purposes of calculating a defined benefit (DB) plan’s funding target and other items for valuation dates occurring during the 2020 calendar year.