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.
Tag: defined benefit plan
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.
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.
Corporate DB Plans See Slight Funded Status Improvement in February
Discount rate and equity market volatility is expected to continue.
PRT Strategies for Active Participants
Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies...
Understanding PRT: A Checklist for Implementing a Pension Risk Transfer
Experts discuss the various elements to consider before implementing a pension risk transfer to help ensure its success.
Understanding PRT: A Look at PRT Solutions and Costs
Pension risk transfer includes a spectrum of options, with cost and other considerations for each.
Understanding PRT: Retiring Your Pension Plan
Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Opinions |
The Difference in Impact of Inflation on Public and Corporate Pension Plans
Public plan sponsors must make their contributions, even in difficult times.
How Institutional Investors Can Rate-Proof Their Portfolios
Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.
Corporate DB Plan Funded Status Little Changed in January
Whether plans saw a slight increase or decrease depended on their lifecycle stage and allocation to equities.
Supreme Court Declines Review of Delphi Pension Case
Former non-union employees of the auto parts maker sought to overturn the Pension Benefit Guaranty Corporation’s decision to terminate their...
Products |
Transamerica Partners With Aegon on Streamlined DB Solution
Called Transamerica DB Complete, it aims to bring together all aspects of managing a defined benefit plan.
Defined Benefit Plan Sponsors Should Reassess Their Investments
Willis Towers Watson offers 10 suggestions for DB plans for 2021.
Court Advances Suit Regarding Delta Air Lines’ Offset of Pension Benefits
It was found that the pension plan committee did not reasonably interpret the plan when it offset pension benefits for...
10 Action Steps for DB Sponsors in 2020
Willis Towers Watson says the pension plan landscape is quickly changing, as returns will be lower while volatility is likely...
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,...
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...
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...