Tag: public DB plans

The pandemic, monetary policy and politics converge to drive changes to equity and fixed income allocations.

However, researchers find that to maintain the best after-fee returns, pensions should carefully consider which managers to eliminate.

The solutions to manage funded status differ for public and corporate plans.

Representatives of three well-funded pension plans shared information about their contribution rate, assumed return rate and COLA strategies.

However, all but the worst-funded plans will maintain sufficient assets from which to pay benefits, a study finds.

Negative returns for most asset classes caused by COVID-19’s stress on the financial markets caused an estimated 12.2 percentage point...

Of the three institutional segments tracked by Northern Trust, corporate ERISA pension plans performed the best during 1Q 2020.

The growing need for public-sector employees has retirees willing to return to work, but limitations on public pensions and Social...

A report from Stanford University and Harvard Business School researchers provides food for thought about fee negotiations with private equity...

The value public-sector employees place on retiree health and pension benefits is worth the effort of finding solutions to keep...

Shifts in investments and changes to employer contributions are being used to mitigate the funded status effects of lower return...

Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to...

An S&P Global Ratings report says states’ policy decisions, not market volatility, are likely the greatest future financial risk.

While this is in part due to expected market performance and changing demographics, S&P Global Ratings points to plan sponsor...

A report presents case studies that show variable benefit and/or variable contribution arrangements “enable all stakeholders to understand how, when,...

NASRA says since 2009, more than 35 states increased required employee contribution rates, and more states maintain plans in which...

“As in years past, we’re taking the responsible action of lowering our assumed rate of return now so we can...

Experiences of four states that moved from traditional defined benefit (DB) plans to cash balance or defined contribution (DC) plans...

Researchers found a decline in assumed rates of return due to lower assumed inflation combined with a change in asset...

US SIF’s Lisa Woll provides examples of strategies public pension funds are using to incorporate environmental, social and governance (ESG)...