Administration | September 1st, 2022 Evaluating ARPA’s Impact, 1 Year Later The law made it easier for some plans to continue operating by adding flexibility.
Investing | May 10th, 2022 Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Data and Research | April 29th, 2022 Asset Allocation Made the Difference for Corporate Pension Funding in 2021 Plans with higher equity and lower fixed income allotments outperformed.
Investing | March 25th, 2022 JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.
Products | March 17th, 2022 SEI Helps Institutional Investors Manage Investment Data Ledger allows asset owners to view, update and reconcile data from multiple sources.
Data and Research | February 16th, 2022 Institutional Investors See Strong Returns in 2021 Public funds bested corporate funds thanks to higher equity allocations.
Investing | February 2nd, 2022 Investment Opportunities for DB Plans Moving Forward Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing.
Data and Research | January 12th, 2022 DB Plans Retain Cost Advantage Over DC Plans New research by the National Institute on Retirement Security reaffirms earlier findings on the greater cost savings and efficiencies provided...
Data and Research | January 11th, 2022 December Tops a Stellar Year for Corporate DB Plans Experts predict another good year in 2022.
Compliance | January 7th, 2022 Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
Data and Research | January 7th, 2022 Corporate DB Plans Thrived in 2021 Joseph Gamzon, with Willis Towers Watson, said many sponsors have better positioned their plans through investment allocation and settlement activity...
Compliance | January 5th, 2022 Pacific Life Fined for Unlicensed PRT Business A penalty was assessed after a New York State Department of Financial Services investigation uncovered violations of state insurance law....
Investing | January 3rd, 2022 Considerations for DB Plan Investing in 2022 Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives.
Data and Research | December 28th, 2021 Data Shows Popularity of Cash Balance Plans They are viewed as less risky than traditional DB plans, easier to manage, easier for employees to understand, and are...
Data and Research | December 10th, 2021 Equity and Fixed-Income Investments Were No Help for DB Plan Funded Status in November Defined benefit plan funded status is still up for the year, but there are several factors plan sponsors should consider...
Opinions | December 3rd, 2021 Positioning a Multi-Manager Portfolio for Long-Term Success DB plan sponsors need to ensure their liability-driven investing strategies are diversified and well-positioned for years to come.
Administration | November 29th, 2021 The Importance of Good Data for DB Plan PRT Activities While clean data is important for identifying deaths and locating participants and beneficiaries, it can also have a great cost...
Administration | November 29th, 2021 Reasons Not to Use Pension Funding Relief Using funding relief to lower contributions to DB plans can increase PBGC premiums and get those plan sponsors that are...
Administration | November 12th, 2021 DB Plans Can Take Proactive Steps to Protect Against Cybersecurity Threats What questions should defined benefit plan officials ask about their cybersecurity protocols?
Data and Research | November 10th, 2021 Rebounding Markets Give DB Plan Funded Status a Boost in October Improved funded status and a potential interest rate hike ahead signal a time for rebalancing and de-risking for corporate defined...