defined benefit (DB) plans Archives | Page 13 of 21

Products | October 14th, 2019

Club Vita Introduces Mortality Tables Considering Geography

The company says the nine-digit ZIP code, or ”ZIP+4 code,” offers significantly more detail on geographical differences in life expectancy...

Products | October 10th, 2019

Principal Offers Patent-Pending Complete Pension Solution

It provides a technology-driven approach to pension risk management that can be tailored for individual plan needs alongside what the...

Administration | October 9th, 2019

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...

Administration | October 8th, 2019

Could GE Have Continued Its DB Benefits?

GE is freezing pension plans and offering a lump-sum window to certain former employees, but John Lowell, with October Three,...

Compliance | October 7th, 2019

AT&T Sued Over Calculation of Early Retirement Benefits

The plaintiffs say the plan’s terms reduce benefits using “Early Retirement Factors” and “Joint and Survivor Annuity Factors” which result...

Compliance | September 30th, 2019

PBGC Issues Proposed Rules About Benefit Payments

The agency will consider payments prior to plan terminations when calculating benefits, and it proposed to change its assumptions for...

Investing | September 25th, 2019

Several Strategies Help DB Plan Sponsors Manage Financial Risks

MassMutual discusses four main strategies for limiting or eliminating defined benefit plan risks over time: hibernating risks, establishing glide paths,...

Compliance | September 20th, 2019

PBGC Releases New Forms Relating to ERISA Section 4062(e)

In 2014, President Barack Obama signed into law major changes to Section 4062(e), which requires companies with defined benefit (DB)...

Compliance | September 20th, 2019

Funded Status Not a Good Measure for Whether DB Plan Participants Can Sue

The U.S. Solicitor General and the Pension Rights Center have filed briefs with the Supreme Court for a fiduciary breach...

Administration | September 20th, 2019

Interest Rates a Factor for Crucial DB Valuation Decisions

It’s time for many plan sponsors to determine what rate they will use to calculate unfunded vested benefits, and they...

Administration | September 9th, 2019

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...

Compliance | August 26th, 2019

Closed DB Plan Nondiscrimination Relief Extended Again

The IRS anticipates that final regulations on closed DB plan nondiscrimination testing will not be published in time for plan...

Investing | August 14th, 2019

LDI 2.0

Defined benefit plan sponsors are branching out from the traditional equity/bond liability-driven investing (LDI) portfolio, adding diversification as well as...

Administration | August 9th, 2019

Lower Interest Rates Continue to Plague DB Plan Funded Status

“Plan sponsors should review their risk management toolkit to consider whether their investment policy is aligned with the current market...

Products | August 7th, 2019

Mercer, Club Vita Team Up to Offer ZIP Code Model for Longevity

Honing in on each participant’s ZIP+4 code to capture a wealth of lifestyle information, and analyzing them alongside factors such...

Administration | July 25th, 2019

New Hampshire Health System Freezing DB Plan

Elliot Health System made the statement that “financial challenges in health care have led the vast majority of health care...

Administration | July 24th, 2019

Sonoco Terminates DB Plan in Preparation for Risk Transfer

Announcements by the company provide an example of common steps and the timeline for a pension risk transfer.

Data and Research | July 18th, 2019

S&P Finds Most Not-for-Profit Hospitals Manage Pensions Well

However, the ratings agency doesn’t expect funded status improvements to continue, and it notes that many not-for-profit hospitals are focusing...

Products | July 10th, 2019

Mercer Offers Longevity Risk Reporting to Pension Plan Sponsors

Mercer's clients in the United States will have access to Club Vita's proprietary longevity assumptions, analytics and reporting, which will...

Administration | July 9th, 2019

DB Funded Status Improved in June, but Down for Q2

While asset returns gave defined benefit (DB) plan sponsors a funded status bump in June, lower interest rates led to...

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