DC Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Tag: defined benefit (DB) plans
Pension Risk Transfers Spiked in 2022 due to Higher Interest Rates, Report Shows
The U.S. pension risk transfer market grew to $51.8 billion last year, totaling 568 transactions, according to Aon’s recent report.
Benefits |
DB Summit: Alternative DB Plan Designs
Experts explained the advantages of cash balance DB plans and variable plans that offer a set payday without losing the...
DB Summit: Long-Term Investing
Liability-driven investment, lump-sum distribution and de-risking options are all on the table, experts say.
Benefits |
Defined Benefit Plans Live On as Older, Wise Neighbors, Where DC Plans Can Borrow Ideas
A plan sponsor, academics and pension benefit expert agree that defined benefit plans are largely on the way out, yet...
Benefits |
Cash Balance Plans Gain in Popularity
Combining features of DB and DC plans, these hybrids especially appeal to small and midsize businesses.
Benefits |
End Of The Road For Defined Benefit Plans? Not Quite
While the vast majority of DB plans are frozen, plan sponsors are keeping all options on the table for participants.
Benefits |
Delphi Pension Restoration Bill is Reintroduced
Bipartisan measure would restore pensions to more than 20,000 retirees and provide back pay for benefits that were cut.
What Does SECURE 2.0 Mean for Cash Balance Plans?
SECURE 2.0 will make backloading easier and clarify the test process.
Benefits |
Report Shows Different Spending Patterns by Retirement Plan Type
The research demonstrates that public-sector workers tend to feel safer spending more when they have a defined benefit retirement plan...
US Pension Buyout Sales Jump 148% in Second Quarter
Several tailwinds are driving record growth in the pension risk transfer market.
Evaluating ARPA’s Impact, 1 Year Later
The law made it easier for some plans to continue operating by adding flexibility.
Modest Changes to Corporate DB Plans’ Funded Status Seen in July
Higher stock prices were partially offset by a drop in discount rates.
IRS Addresses Mergers Involving DB Plans That Have Received SFA
The ongoing plan must still separate special financial assistance funds and invest them according to final regulations.
Lower Equity Values Pull DB Plans’ Funded Status Lower
Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.
2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced
Awards were given in nine categories representing various plan types and sizes.
Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability
U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Asset Allocation Made the Difference for Corporate Pension Funding in 2021
Plans with higher equity and lower fixed income allotments outperformed.
Some Corporate DB Plans Hit Highest Funded Status in Years
Plans have been helped by higher discount rates, but investment managers suggest sponsors be mindful of risks ahead.
JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.