Data and Research | August 9th, 2021 Markets Were Good to Institutional Investors in Q2 U.S. equity is a core holding for all plan types, and alternative investments gave plans a boost as well.
Compliance | August 6th, 2021 IRS Issues Guidance on Single-Employer DB Plan Funding Relief Under ARPA It addresses to what purposes newly allowed segment rates apply, how plan sponsors can make elections for which segment rates...
Investing | July 15th, 2021 Pensions’ Long-Term Approach to ESG Risks Hinges on Engaging With Companies The Pension Research Council recommends that pension plan sponsors develop processes to identify, measure and manage environmental, social and governance-related...
Data and Research | July 9th, 2021 June Marks First Decline in DB Plan Funded Status in Eight Months Consultants and asset managers say time will tell whether changes in the economy will boost corporate pensions’ funded status for...
Compliance | June 23rd, 2021 Judge Agrees Pension Communication Was Not Clear A former participant in DuPont’s DB plan claimed that confusing benefit statements caused him to miss out on years of...
Investing | June 18th, 2021 DB Plan Sponsors Don’t Have to Fear Investing in Real Assets They can reduce volatility and provide higher returns than other assets, and cash flow needs can be still be managed...
Data and Research | June 10th, 2021 DB Plan Funded Status Remains Stable in May Consultants say now is the time to evaluate interest rate and equity market risk strategies, as well as whether and...
Investing | June 1st, 2021 Worrying About Inflation’s Effect on Your Pension Finances? Don’t. Experts says they don’t expect a long run of inflation, and it might be making your plan less expensive.
Reader Responses | May 17th, 2021 SURVEY SAYS: Do You Have a Pension Plan? PLANSPONSOR NewsDash readers report whether they participate in a defined benefit (DB) pension plan and whether they believe all employees...
Data and Research | May 10th, 2021 Corporate Pension Funded Status Sees Slight Uptick in April Pension plans still felt the effect of lower rates on liabilities, but strong equity markets helped the gain in assets...
Administration | May 4th, 2021 Variable Benefit Plans a Solution for All Types of Plan Sponsors Corporate, multiemployer and public plan sponsors have been drawn to variable benefit plans for their ability to minimize costs while...
Opinions | April 29th, 2021 How to Tell If You’re Paying Reasonable Fees for Actuarial Services Leslie Olds, with Strategic Benefits Advisors, discusses how DB plan sponsors can determine whether actuarial fees are in line with...
Investing | April 13th, 2021 What DB Plans Can Learn From Endowment Investing Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Data and Research | April 9th, 2021 Q1 2021 Has DB Plan Sponsors Saying ‘What? Me? Worried?’ A boost in funded status and funding relief included in the American Rescue Plan Act have sponsors breathing a sigh...
Investing | March 22nd, 2021 Rebalancing Can Be an Important Tool for DB Plans During Volatile Market J.P. Morgan’s proprietary analysis of the 100 largest corporate pensions reveals several lessons defined benefit plan sponsors can learn from...
Data and Research | March 18th, 2021 Retirement Accounts Post Record During a Pandemic and Recession Employer-sponsored retirement plans and individual accounts hold some $35 trillion in total assets at a time when the broader economy—and...
Compliance | March 11th, 2021 DB Plans Get Help in New Stimulus Package More guidance will be needed for single-employer and multiemployer defined benefit plans to use funding help provided in the $1.9...
Data and Research | March 10th, 2021 Corporate DB Plan Funded Status Improves to Pre-Pandemic Levels Equity allocations gave some plans a boost, and experts anticipate new legislation will offer relief from expected higher contributions.
Investing | March 9th, 2021 OCIOs Can Improve Pension Plan Funding Plan sponsors that are considering hiring an outsourced chief investment officer should examine its track record and operational qualifications.
Administration | February 18th, 2021 Could There Be a Renewed Interest in DB Plans? There are plan designs that decrease the risk and volatility for plan sponsors, and defined benefit plans offer the guaranteed...