Institutional Investors End 2018 Down More Than 4%
“Equity exposure weighed on plan performance in the fourth quarter,” says Jason Schwarz, president, Wilshire Analytics and Wilshire Funds Management.
Tag: DB Plans
Institutional Investors See Worst Calendar Year Performance Since Great Recession
“Fixed income was something of a safe harbor in the fourth quarter, and Corporate ERISA plans benefited from larger allocations...
PBGC Makes Pilot Mediation Program Permanent, Adds Fiduciary Disputes
The Pension Benefit Guaranty Corporation has added fiduciary breach cases to the categories of disputes covered by the mediation program.
Study Quantifies How Much DB Plans Benefit the Economy
According to a report from the National Institute of Retirement Security, “Retirees with DB pensions know they are receiving a...
2018 Pension Funded Status Gains Erased in December
Consultants say market losses for U.S. pension plans in December were the worst in a decade.
Fourth Quarter Returns Derail Better Year for Pension Funded Status
While the pension deficit for the Fortune 1000 plans Willis Towers Watson tracks is projected to be only slightly lower...
Mercer Encourages DB Sponsors to Act on Funded Status Improvements
Mercer recommends 10 areas of focus for defined benefit plans in 2019.
Do Cases Questioning Mortality Tables Used to Determine DB Plan Benefits Indicate a New Trend?
Cases have been filed against MetLife, Pepsi and American Airlines saying the use of outdated mortality tables in determining annuity...
PBGC 2019 Premium Filing Instructions Available
The new instructions include an expanded list of common filing errors.
DB Plan Glide Paths Should Be Dynamic
When a glide path is established, it needs to be revisited at least once a year to ensure that the...
PBGC Updates Regulation for 2019 Distressed and Terminating DB Plans
A new table will be used for determining expected retirement ages for participants in pension plans undergoing distress or involuntary...
Market Volatility Didn’t Bring Down DB Plan Funded Status in November
Firms that monitor defined benefit (DB) plan funded status reported slight gains for the month.
2019 Planning for DB Plan Sponsors
Willis Towers Watson offers 10 investment actions for DB plans in 2019.
New Risk Assessment Required for DB Plans
ASOP 51 requires actuaries performing valuations for defined benefit plans to identify risks that, in the actuary’s professional judgment, may...
Market Selloff Pushes Down DB Plan Funding
Entities that monitor defined benefit (DB) plan funded status noted that the decline could have been worse had interest rates...
Managing Surplus Funding When Terminating a DB Plan
An article by Brian Donohue, partner at October Three Consulting, discusses how a funding surplus can pose a challenge to...
Opinions |
Should Plan Sponsors Purchase Annuities for Their Pension Plan?
David Davala, with Findley, discusses considerations for defined benefit (DB) plan sponsors before deciding whether to transfer some of their...
FASB Announces Changes to DB Plan Disclosure Requirements
Some disclosure requirements are removed from Subtopic 715-20, Compensation—Retirement Benefits—Defined Benefit Plans—General, and some requirements are added.
PBGC Asks That More Information Be Added to Reportable Events Filings
The PBGC is proposing in a renewal request that all reportable events filings include controlled group information, company financial statements,...
Goldman Sachs: Many Pensions Stand in PRT Goldilocks Zone
If interest rates continue to rise, this may have a negative impact on equity valuations; consequently, according to Goldman Sachs...