ETFs Offer Benefits for DB Plans
Defined benefit (DB) plans can use exchange-traded funds (ETFs) to manage risk and enhance liquidity, among other things.
Tag: DB Plans
Largest DB Plans Lead in Accelerating Pension Funding
According to Justin Owens, director, Client Strategy & Research, Russell Investments, while total 2017 contributions were the single largest ever...
Future Still Offers Incentives for Accelerating Pension Funding
DB plan sponsors were already accelerating funding to their plans before tax reform gave them a greater incentive to do...
LPL Financial Researchers Weigh In on Managing Interest Rate Risk
“The takeaway is critical: it pays to remain patient,” the researchers wrote.
Segal Group Warns DB Plan Sponsors Not to Stray From Mortality Assumptions
Although the latest report from the NCHS show life expectancy at birth declined, mortality rates for the older population continue...
Study Shows Pension Funding Relief Helped DB Plans
When computing defined benefit (DB) plan liabilities for 2015 using unsmoothed corporate bond rates to discount liabilities, roughly 84% of...
DB Plans Have a Great Start in 2018
While January was a great month for defined benefit (DB) plan funded status, recent market volatility underscores how important risk...
U.S. Retirement Market One of Two Dominated by DC Plans
Willis Towers Watson’s Thinking Ahead Institute’s 2018 Global Pension Assets Study also found the U.S. retirement market has a greater...
Long or Short: DB Plans Grapple With Bond Questions
With interest rate uncertainty, when should defined benefit plan sponsors move to long-duration bonds, and can short-duration bonds be the...
Tax Reform Makes Pension Pre-Funding More Compelling
Mercer offers its list of key priorities for defined benefit (DB) plan sponsors for 2018.
PBGC Adjusts Penalties for Failure to Provide Information
The agency is required to adjust these amounts annually for inflation, but the agency says its goal is to encourage...
Markets Push Pension Funded Status Higher in 2017
Most firms that track DB plan funded status estimated between 1% to 3% improvement for the year.
Tax Reform Fuels DB Plan Accelerated Funding
Michael A. Moran, with GSAM, says the firm expects voluntary contribution activity to continue into 2018, as defined benefit plan...
Public Pension Fund Members Largely Unaware of Underfunding
Public pension fund members surveyed expressed interest in more transparency about pension fund investments and investment returns.
Reducing PBGC Premiums by Splitting Up a DB Plan
The idea is to put participants with lesser unfunded vested benefits (UVBs) in one plan, and those with greater UVBs...
PBGC Amends Regulation on Allocation of Assets in Single-Employer Plans
A final rule provides a new table for determining expected retirement ages for participants in pension plans undergoing distress or...
IRS Issues Mortality Tables to Be Used for DB Plans in 2019
The updated mortality improvement rates and static tables apply for purposes of calculating the funding target and other items for...
More DB Plans Using LDI Strategies
Eighty-one percent of pension plan professionals say funded status volatility is their top motivating factor for pursuing an LDI strategy.
CIT’s Costs Attract Institutional Investors
A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that...
Firms Agree Pension Funded Status Increased in November
Firms that track DB plan funding reported increases in the month ranging from 0.4% to 1.0%.