Investing | December 27th, 2021 With Pandemic Lessons Learned, Institutional Investors Gear Up for 2022 The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and...
Benefits | September 10th, 2021 Defined Benefit vs. Defined Contribution: Understanding the Costs of Each There are instances where a DB plan is the more cost-effective option, but experts say the trend of lower DC...
Data and Research | August 31st, 2021 State and Local Government Workers’ Annuity Preferences Virtually all state and local workers are offered a single- and joint-life annuity, while about 40% are offered a period...
Compliance | August 6th, 2021 Citgo Annuity Conversions Challenged in ERISA Lawsuit Echoing similar complaints filed against other large employers, the plaintiffs claim Citgo is failing to pay the full promised value...
Deals and People | April 27th, 2021 Ascensus Leader Discusses New Private Equity Backing Ascensus CEO David Musto says the deal is about continuing to invest in new capabilities, technology and solutions.
Benefits | August 13th, 2020 It’s Back to Basics for Benefits Priorities Prior to the pandemic, ultra-low unemployment put a spotlight on ‘lifestyle benefits’ for employees. The COVID-19 downturn has already shifted...
Compliance | March 29th, 2019 Senators Question a Policy Reversal to Allow Lump-Sum Payouts to Retirees Murray and Wyden’s letter to the IRS and Treasury asks why employers will be permitted to offload pension liabilities and...
Administration | October 1st, 2018 Managing Growing PBGC Premiums How do plan sponsors do that, and have they already taken steps to do so?
Compliance | September 18th, 2018 Senator Murray Reintroduces ‘Women’s Pension Protection Act’ The legislation would strengthen consumer protections, improve access to retirement savings plans for part-time workers, help increase women’s financial literacy,...
Data and Research | September 17th, 2018 Institutional Investors Entering New Asset Classes, Paying Less in External Fees Cost reductions are evident across asset classes—not just in equity.
Administration | September 10th, 2018 Demand Growing for OCIO and PRT Services Greg Calnon, with Goldman Sachs Asset Management, discusses how outsourced chief investment officer solutions are moving into the DC plan...
Administration | September 4th, 2018 Sponsors’ Unique Objectives Guide Retirement Income Discussions “There is a lot of value in having conversations about retirement income that are not just product driven,” said Josh...
Compliance | August 29th, 2018 6th Circuit Asks District Court to Consider Plan Reformation in Chrysler Lawsuit A plan participant relied on language in the SPD regarding eligibility for benefits, and the appellate court found the SPD...
Compliance | August 28th, 2018 IRS Again Extends Closed DB Plan Nondiscrimination Relief The IRS and the Treasury Department have extended nondiscrimination relief for closed defined benefit plans for an additional year.
Investing | August 17th, 2018 BNY Mellon Master Trust Index Highlights Yearly Growth Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.
Investing | July 23rd, 2018 DC Plan Priorities Make ESG More Palatable One reason DC plans are outpacing DB plans in terms of ESG adoption has to do with a difference in...
Products | July 23rd, 2018 Milliman Aims for Reinvigorated Growth by ‘Bringing Together’ DC and DB Businesses In creating a unified sales and service structure for DC, DB, multiemployer and association retirement plans, the firm wants to provide...
Compliance | July 10th, 2018 District Court Upholds Use of Segal Blend to Calculate Multiemployer Pension Liability Commenting on the decision, Segal Consulting says it is “consistent with every other decision handed down in similar cases except...
Administration | June 29th, 2018 Administration Basics: What Is a Strategic DB Plan Termination? Experts with cash balance plan design and administration provider Kravitz define the concept of strategic plan termination—what the pros and...
Investing | May 11th, 2018 NTAM Factor Research Leader: Get Paid for the Risk You Take Many institutions have found real success with factor investing and smart-beta, but there are some emerging challenges that investors should...