Investing | April 25th, 2024 None of the Largest US Corporate Pension Funds are Less Than 75% Funded, Per Milliman The firm’s 2024 research found at least three pension funds with more than 140% funding levels.
Products | July 27th, 2023 Investment Product and Service Launches Schwab Retirement partners with Newport, Conduent to expand DB, NQDC offerings; Franklin Templeton adds fixed-income ETF; PGIM launches new ETFs;...
Administration | September 1st, 2022 Evaluating ARPA’s Impact, 1 Year Later The law made it easier for some plans to continue operating by adding flexibility.
Products | March 17th, 2022 SEI Helps Institutional Investors Manage Investment Data Ledger allows asset owners to view, update and reconcile data from multiple sources.
Investing | February 2nd, 2022 Investment Opportunities for DB Plans Moving Forward Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing.
Data and Research | January 11th, 2022 December Tops a Stellar Year for Corporate DB Plans Experts predict another good year in 2022.
Data and Research | January 7th, 2022 Corporate DB Plans Thrived in 2021 Joseph Gamzon, with Willis Towers Watson, said many sponsors have better positioned their plans through investment allocation and settlement activity...
Compliance | January 5th, 2022 Pacific Life Fined for Unlicensed PRT Business A penalty was assessed after a New York State Department of Financial Services investigation uncovered violations of state insurance law....
Investing | January 3rd, 2022 Considerations for DB Plan Investing in 2022 Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives.
Data and Research | December 28th, 2021 Data Shows Popularity of Cash Balance Plans They are viewed as less risky than traditional DB plans, easier to manage, easier for employees to understand, and are...
Data and Research | December 10th, 2021 Equity and Fixed-Income Investments Were No Help for DB Plan Funded Status in November Defined benefit plan funded status is still up for the year, but there are several factors plan sponsors should consider...
Opinions | December 3rd, 2021 Positioning a Multi-Manager Portfolio for Long-Term Success DB plan sponsors need to ensure their liability-driven investing strategies are diversified and well-positioned for years to come.
Administration | November 29th, 2021 The Importance of Good Data for DB Plan PRT Activities While clean data is important for identifying deaths and locating participants and beneficiaries, it can also have a great cost...
Administration | November 29th, 2021 Reasons Not to Use Pension Funding Relief Using funding relief to lower contributions to DB plans can increase PBGC premiums and get those plan sponsors that are...
Compliance | November 16th, 2021 Huntington Ingalls Settles Lawsuit Over Use of Outdated Mortality Tables The company has agreed to recalculate monthly benefits for participants and beneficiaries in the ‘legacy’ part of a pension plan.
Administration | November 12th, 2021 DB Plans Can Take Proactive Steps to Protect Against Cybersecurity Threats What questions should defined benefit plan officials ask about their cybersecurity protocols?
Data and Research | November 10th, 2021 Rebounding Markets Give DB Plan Funded Status a Boost in October Improved funded status and a potential interest rate hike ahead signal a time for rebalancing and de-risking for corporate defined...
Data and Research | October 28th, 2021 Many DB Plan Sponsors Adjusting LDI Strategies Defined benefit plan sponsors have positive views of the direction interest rates will take and of equity markets, but they...
Data and Research | October 12th, 2021 80% Funded Status Not a Definitive Measure of DB Plan Health The American Academy of Actuaries says a defined benefit plan’s funded ratio should be measured along with investment and contribution...
Data and Research | October 11th, 2021 Market Drops in September Move DB Plan Funded Status Lower The Fed’s reaction to inflation expectations and the outcome of proposed legislation will affect defined benefit plan sponsors’ actions during...