Data and Research | May 26th, 2017 State and Local Governments Increased Pension Contributions by 6.5% Their contributions rose by $8.5 billion.
Compliance | May 19th, 2017 FedEx Faces Challenge of Pension Calculations Under USERRA The lawsuit claims FedEx did not apply the formula for calculating pension benefits that USERRA requires for military-member employees whose...
Administration | May 10th, 2017 Pension Funding Improves in Q1 17 The funding increase was due to a 4% gain in asset value that offset a 1% liability increase, according to...
Compliance | May 10th, 2017 Parties Reach Settlement in Church Plan Challenge Franciscan Missionaries of Our Lady Health System has agreed to make payments to its pension plans over five years.
Compliance | May 9th, 2017 DOL Investigating 3M Pension Plan The DOL stated its investigation relates to certain private equity investments, plan expenses, securities lending, and distributions of plan benefits.
Administration | May 8th, 2017 Equity Rally Helped Pension Funding in April While one source says pension funded status remained level and another says it dipped in April, both agree equity markets...
Investing | May 4th, 2017 Willis Towers Watson Supports OCIO Model for DB Plans In a report, the firm aims to challenge five myths about using OCIOs.
Investing | May 2nd, 2017 Market Returns Help Boost Institutional Investor Returns “This quarter’s return boosted the one-year return to 10.49% for the year ending March 31, 2017,” says Robert J. Waid,...
Administration | April 26th, 2017 Proposed Mortality Assumptions Will Increase DB Plan Costs The Society of Actuaries estimates an increase in funding target liabilities, PBGC premiums and minimum required contributions.
Opinions | April 19th, 2017 Managing Pension Risks Comes at a Cost Best practices for financial institutions that sponsor defined benefit plans.
Administration | April 13th, 2017 Factors Aligning to Accelerate Pension Activity This includes pre-funding, terminations and buy-outs, according to Mercer.
Administration | April 12th, 2017 DB Plan Funded Status Moving in the Right Direction Several analyses show funded status improvement for the month of March as well as the first quarter.
Investing | April 11th, 2017 Better Lump Sum Info Boosts Plan Participant Outcomes Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said...
Compliance | April 6th, 2017 Lawmakers Reintroduce Bill About DB Plan Nondiscrimination Rules The bill would amend the nondiscrimination rules that apply to DB plans that have been closed or frozen.
Investing | April 6th, 2017 U.S. Pensions Adopting Best Practices of Canadian Counterparts Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.
Administration | April 4th, 2017 DB Plan Sponsors Overpaying PBGC Premiums A change in the recording and timing of contributions could save DB plan sponsors thousands or more in PBGC premiums,...
Administration | March 29th, 2017 GSAM Predicts a Break in Stagnant Pension Funding Levels The firm says DB plan funded levels may be on the move as interest rates and equity values rise simultaneously.
Compliance | March 28th, 2017 High Court Hears Oral Arguments in Church Plan Cases The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of...
Compliance | March 28th, 2017 IRS Seeking Suggestions for DB Plan Webinar The IRS is asking for suggestions for a presentation on minimum present value requirements for DB plans.
Investing | March 22nd, 2017 Trends Increasing Demand for Securities Lending Interest rate moves, changes in collateral and ETF usage is driving a higher demand for securities lending programs from institutional...