Defined Benefit Plan Sponsors Should Reassess Their Investments
Willis Towers Watson offers 10 suggestions for DB plans for 2021.
Tag: DB plan
Court Advances Suit Regarding Delta Air Lines’ Offset of Pension Benefits
It was found that the pension plan committee did not reasonably interpret the plan when it offset pension benefits for...
Lower Interest Rates Continue to Plague DB Plan Funded Status
“Plan sponsors should review their risk management toolkit to consider whether their investment policy is aligned with the current market...
Products |
Mercer, Club Vita Team Up to Offer ZIP Code Model for Longevity
Honing in on each participant’s ZIP+4 code to capture a wealth of lifestyle information, and analyzing them alongside factors such...
Products |
DB Plan Longevity Risk Estimator Expands to U.S.
A company executive says Club Vita’s analysis will lead to material savings and less risk for defined benefit (DB) plan...
Multiemployer Pensions Support $89 Billion in U.S. Economic Output
A report from the National Institute on Retirement Security shows spending from retirees that receive income from multiemployer pension plans...
Opinions |
DB Plan Termination Readiness Assessments: Lessons Learned
Lauren Meyer and Kevin Morrison, River and Mercantile Solutions, discuss critical areas to consider in order to determine defined benefit...
PBGC Seeks Recovery of Investment Losses for Terminated Retirement Plan
The lawsuit claims owners of Freedom Communications made ill-advised, highly speculative investments which caused the pension plan to lose tens...
Survey Suggests Pension Risk Transfer Activity Will Increase in 2019
Sixty-seven percent of defined benefit (DB) plan sponsors polled say they will conduct an annuity buyout to de-risk, and the...
Steps to Prepare for a DB Plan Termination
There are goals and deadlines during the termination process, so a plan sponsor doesn’t want to hit a roadblock and...
Third Parties Help Small DB Plans With Administration
Larger DB plans have access to liability hedging, overlay managers and derivatives to manage interest rate risk, and small plans...
Institutional Investor Returns Rebound From Q1 2018
Institutional assets tracked by Wilshire Trust Universe Comparison Service (Wilshire TUCS) posted an all-plan median return of 0.88% for second...
Tax Reform, Other Factors Leading DB Plans to Increase Funding
Nearly two-thirds (62%) of respondents to a survey say they are "very likely" to transfer some or all of their...
Retirees Find Creating a Drawdown Strategy Is Complex
"Having a plan in place to manage their finances can help retirees feel confident about spending their assets and address...
Court Finds DB Plan Change Does Not Violate ERISA or ADEA
Northern Trust amended its benefit formula in 2012 and provided a transitional benefit that assumed salary increases of 1.5% per...
Court Decision in PBGC Suit Shows Sponsors Have Ultimate Fiduciary Liability
“IHI cannot delegate fully its statutory responsibilities under ERISA,” a federal judge says in her opinion.
Sears Allowed to Sell Real Estate to Fund Pension
According to a Sears announcement, following the making of a $407 million contribution, it will be nearly relieved of the...