Investing | February 9th, 2015 Master Trusts See Sixth Year of Gains All plan types had a median return of 1.70% in Q4 2014.
Data and Research | February 9th, 2015 U.S. Pensions Show Greatest Home Bias in Equities Home-country bias in equity holdings has declined among pension plans globally.
Compliance | February 5th, 2015 Why Some Pensioners Worry About Risk Transfers A case heard in federal appeals court this week asks whether increasingly common pension risk transfer moves by large corporate...
Administration | February 5th, 2015 Corporate Pension Deficits in January Highest Since 2012 The funded status of pension plans of S&P 1500 companies fell 5% in January.
Administration | February 4th, 2015 January a Tough Month for Corporate Pensions The funded status of U.S. corporate pensions fell nearly 5% in January, according to BNY Melon ISSG.
Administration | February 4th, 2015 Increase in Liabilities Brings Pension Funding Down in January Wilshire Associates estimates that overall the funded ratio for the sample pension plan decreased by 3.5% during the first month...
Administration | February 2nd, 2015 New Mortality Tables Lower Pension Buyout Cost The Mercer U.S. Pension Buyout Index shows the average pension buyout cost decreased significantly during December.
Compliance | January 30th, 2015 EBSA Issues Final Regs on Annual DB Funding Notices The Department of Labor’s Employee Benefits Security Administration says a new disclosure rule will ensure workers receive annual funded status...
Compliance | January 26th, 2015 Post-Termination Plan Amendment Impermissibly Reduced Payments A federal appellate court has agreed with the PBGC that a retirement plan amendment adopted after the plan’s termination impermissibly...
Administration | January 23rd, 2015 Timken Transfers Some DB Liability to Prudential The Timken Company has agreed to purchase a group annuity from Prudential to pay certain retirees’ future pension benefits.
Investing | January 21st, 2015 S&P Charged, Settles with States The SEC has charged Standard & Poor’s with fraudulent ratings conduct related to ratings of mortgage-backed securities.
Compliance | January 16th, 2015 More DB Funding Relief Guidance Issued The DOL has issued guidance about new DB plan funding notice requirements of the Highway and Transportation Funding Act of...
Compliance | January 16th, 2015 FedEx Pension Plan Faces DOMA-Related Challenge The surviving spouse of a fully vested participant in a FedEx pension plan claims she is being unlawfully denied a...
Compliance | January 15th, 2015 SEC Toughens Security-Based Swap Data Reporting Rules The Securities and Exchange Commission adopted several sets of rules and proposed others related to data collection and reporting for...
Compliance | January 13th, 2015 What New Legislation Means for Multiemployer Plans The passage of the Multiemployer Pension Reform Act of 2014 represents an important milestone for multiemployer pension plans in the...
Compliance | January 13th, 2015 PBGC to Begin Requesting Pension Risk Transfer Information The PBGC is revising its premium filing procedures to require reporting of pension risk transfer actions.
Benefits | January 13th, 2015 Health System’s Plan to Terminate Pension Halted A judge has issued multiple restraining orders to prevent the Singing River Health System from terminating its pension plan for...
Compliance | January 9th, 2015 IRS Expands Approval for Changes in DB Plan Funding Method A pension plan that has changed actuarial services firms can have a change in funding method automatically approved.
Opinions | January 9th, 2015 Time for an Alternative Alternative Defined benefit plan sponsors are seeking an alternative to hedge funds.