Officials Issue New Items for DB Plan Sponsors
The PBGC has issued a final rule regarding pension plans undergoing distress or involuntary termination, and the OSFI has released...
Tag: defined benefit plans
DB Funded Status Held Up Fairly Well, Considering…
Though down for the year, DB plan sponsors have seen upticks in funded status for three straight months, and sources...
Opinions |
Barry’s Pickings: Extend HATFA Now
Michael Barry, president of O3 Plan Advisory Services LLC, discusses how interest rate “stabilization” is still needed in this era...
Institutional Investors Feel Braced for Whatever the Market Throws Them
They favor active management, most have turned to private markets, and nearly half are using scenario analysis to prepare portfolios...
DB Plan Cash Flow Needs Are Greater Than Ever
In these days of low interest rates, and following money market reform, investing strategies are needed to meet cash-flow needs...
LDI the Key to DB Plan Funded Status Gains
About three-quarters of plans surveyed by NEPC with a funded status of 90% or higher have utilized liability-driven investing (LDI).
What DB Plans Can Learn From Insurance Companies
Insurance companies take on pension risk, so why wouldn’t DB plan sponsors take lessons from insurer’s investment strategies?
DB Plan Sponsors Focused on Cost and Funded Status Concerns
They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found.
Firms Estimate DB Funded Status Improvements in October
This is due to positive equity returns; however, plan sponsors will likely see a pension liability increase on year-end balance...
Fixed Income Played Role in Increasing Institutional Investor Returns
Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to...
PBGC to Assume Responsibility of Health System’s Retirement Plans
This protection by the PBGC is one reason for a string of lawsuits that challenge other nonprofit healthcare systems’ retirement...
Breaking Free From Interest Rate Bind on DB Funding
The long-running low interest rate environment has created DB plan funding challenges, but plan sponsors can take steps to mitigate...
PBGC Announces Premium Rates for 2020
The agency notes that there are no scheduled increases (other than indexing) for years after 2019.
Products |
Club Vita Introduces Mortality Tables Considering Geography
The company says the nine-digit ZIP code, or ”ZIP+4 code,” offers significantly more detail on geographical differences in life expectancy...
Products |
Principal Offers Patent-Pending Complete Pension Solution
It provides a technology-driven approach to pension risk management that can be tailored for individual plan needs alongside what the...
Increase in Interest Rates Gives DB Plans a Boost in September
Jessica Hart, with Northern Trust Asset Management, notes, “Even though the Fed cut rates by 25 bps, the average liability...
Could GE Have Continued Its DB Benefits?
GE is freezing pension plans and offering a lump-sum window to certain former employees, but John Lowell, with October Three,...
AT&T Sued Over Calculation of Early Retirement Benefits
The plaintiffs say the plan’s terms reduce benefits using “Early Retirement Factors” and “Joint and Survivor Annuity Factors” which result...
PBGC Issues Proposed Rules About Benefit Payments
The agency will consider payments prior to plan terminations when calculating benefits, and it proposed to change its assumptions for...
PBGC Releases New Forms Relating to ERISA Section 4062(e)
In 2014, President Barack Obama signed into law major changes to Section 4062(e), which requires companies with defined benefit (DB)...