Lower Interest Rates Foil Market Rally Impact on DB Plan Funded Status
Firms that monitor DB plan funded status say it is uncertain whether Congress will offer additional funding relief; many plans...
Tag: defined benefit plans
Opinions |
To Keep Pension Plan Liabilities Accurate, Get to Know Participants’ Marital Status
Mindy Zatto and Mary Shah, with Strategic Benefit Advisors, discuss how keeping up with pension plan participants’ marital status can...
Opinions |
COVID-19 Compliance Corner: Impact on Defined Benefit Plans
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...
Frozen DB Plans Still Require Much Attention
There is nearly as much work to do when a DB plan is frozen as when it’s open, and ignoring...
Forty Percent of DB Plans Could Adopt Strategies to Lower PBGC Premiums
Strategies regarding timing and recording of pension contributions translate to millions of dollars in lower PBGC premiums, according to a...
How DB Plans Fare During Volatility Depends Greatly on Portfolio Allocation
Depending on asset allocation, some plans have fared better than others, but the majority are down for the year.
Opinions |
DB Plan Sponsors Should Be Conscious of Liquidity
Tom Cassara and Michael Clark, with River and Mercantile, discuss why pension plan sponsors should pay attention to liquidity and...
Corporate Pensions See Slight Funded Status Boost in May
Markets are rebounding, but discount rates used to measure liabilities are falling, and pension consultants wonder if pending legislation will...
Opinions |
Variable/Adjustable Pension Plans
Richard Hudson, with First Actuarial Consulting, discusses a new DB plan design that addresses single-employer plan sponsors’ concerns about maintaining...
Products |
Club Vita Longevity Analytics Integrated With DB Plan Valuation Software
The partnership enables WinTech’s users to seamlessly use Club Vita’s personalized suite of survival tables.
Can the DOL Effectively Police Pension Fiduciary Breaches Alone?
One attorney suggests the Supreme Court’s opinion in Thole v. U.S. Bank ‘pushes the ability of participants in a defined...
Has the Supreme Court ‘Gutted’ ERISA Protections for Pensioners?
Plaintiffs’ attorneys, bemoaning the new Supreme Court ruling in Thole v. U.S. Bank, say participants in defined benefit plans are...
IRS Provides Additional Deadline Relief to Plan Sponsors
Deadlines have been moved for single-employer and multiemployer DB plans and 403(b) plans, among others.
Rethinking Portfolio Strategies for DB Plans
What strategies should plan sponsors consider for reaching their goals in the new market environment?
How to Manage DB Plans Through the Crisis
Experts expect the market volatility will continue for an unknown amount of time, so DB plan sponsors must be flexible...
Implementation of Coronavirus-Related Distributions in DB Plans
DB plan sponsors may want to offer coronavirus-related distributions under the CARES Act, but should understand certain rules before doing...
CARES Act May Help DB Plans Avoid Funding-Based Limitations
DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded...
DB Funded Status Estimates Are Mixed in April
Sources say volatility will continue for pensions, and risk remains in equity markets.
COVID-19 Has Put Some PRTs Behind Schedule
DB plan sponsors are weighing their options for pension risk transfers and trying to balance what’s best not just for...
Lawsuit Challenging Pension Transfer in Corporate Restructuring Dismissed
A federal district court judge noted that the 9th U.S. Circuit Court of Appeals has held that the “decision to...