Tag: defined benefit plans

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 addressing short-term cash flow needs.

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 as gender, annuity amount and retirement health, can help plan sponsors make more informed decisions on funding and risk management, often reducing costs.

How to Walk the Line With Pension Overpayments

Mary Shah and Mindy Zatto, from Strategic Benefits Advisors, discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

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.