Investing | February 22nd, 2019 Pension Experts Urge LDI Considerations, Stress Tests in 2019 Pension plan sponsors can avoid giving back recent gains in funded status if and when another recession strikes by implementing...
Investing | February 14th, 2019 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...
Data and Research | February 11th, 2019 EBRI Reassesses Whether DC or DB Plans Are Better for Participants A new EBRI research report compares the outcomes of participants in automatic enrollment 401(k) plans versus defined benefit (DB) plans;...
Administration | February 11th, 2019 DB Plan Funded Status Rebounds in January Stronger equity markets pushed pension funding up 2% to 3%, according to firms that monitor defined benefit plan funded status,...
Investing | February 7th, 2019 Institutional Investors End 2018 Down More Than 4% “Equity exposure weighed on plan performance in the fourth quarter,” says Jason Schwarz, president, Wilshire Analytics and Wilshire Funds Management.
Investing | February 6th, 2019 Institutional Investors See Worst Calendar Year Performance Since Great Recession “Fixed income was something of a safe harbor in the fourth quarter, and Corporate ERISA plans benefited from larger allocations...
Compliance | January 28th, 2019 PBGC Makes Pilot Mediation Program Permanent, Adds Fiduciary Disputes The Pension Benefit Guaranty Corporation has added fiduciary breach cases to the categories of disputes covered by the mediation program.
Data and Research | January 10th, 2019 Study Quantifies How Much DB Plans Benefit the Economy According to a report from the National Institute of Retirement Security, “Retirees with DB pensions know they are receiving a...
Administration | January 9th, 2019 2018 Pension Funded Status Gains Erased in December Consultants say market losses for U.S. pension plans in December were the worst in a decade.
Administration | January 2nd, 2019 Fourth Quarter Returns Derail Better Year for Pension Funded Status While the pension deficit for the Fortune 1000 plans Willis Towers Watson tracks is projected to be only slightly lower...
Administration | December 19th, 2018 Mercer Encourages DB Sponsors to Act on Funded Status Improvements Mercer recommends 10 areas of focus for defined benefit plans in 2019.
Compliance | December 18th, 2018 Do Cases Questioning Mortality Tables Used to Determine DB Plan Benefits Indicate a New Trend? Cases have been filed against MetLife, Pepsi and American Airlines saying the use of outdated mortality tables in determining annuity...
Compliance | December 17th, 2018 PBGC 2019 Premium Filing Instructions Available The new instructions include an expanded list of common filing errors.
Administration | December 17th, 2018 DB Plan Glide Paths Should Be Dynamic When a glide path is established, it needs to be revisited at least once a year to ensure that the...
Compliance | December 13th, 2018 PBGC Updates Regulation for 2019 Distressed and Terminating DB Plans A new table will be used for determining expected retirement ages for participants in pension plans undergoing distress or involuntary...
Compliance | December 10th, 2018 Lawsuit Argues MetLife Pension Calculations Use Outdated Mortality Table A newly filed complaint takes issue with the way MetLife calculates the actuarial equivalence of different types of annuity benefit...
Administration | December 10th, 2018 Market Volatility Didn’t Bring Down DB Plan Funded Status in November Firms that monitor defined benefit (DB) plan funded status reported slight gains for the month.
Administration | November 29th, 2018 2019 Planning for DB Plan Sponsors Willis Towers Watson offers 10 investment actions for DB plans in 2019.
Compliance | November 15th, 2018 New Risk Assessment Required for DB Plans ASOP 51 requires actuaries performing valuations for defined benefit plans to identify risks that, in the actuary’s professional judgment, may...
Administration | November 7th, 2018 Market Selloff Pushes Down DB Plan Funding Entities that monitor defined benefit (DB) plan funded status noted that the decline could have been worse had interest rates...