Tag: defined benefit plans

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.

LDI Strategies and Preparing DB Plans for Recessions

Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to protect funding levels; they suggested liability-driven investing is a smart way to “get off the funded-status rollercoaster.”