Several Forces Will Drive Portfolio Positions for Institutional Investors
The pandemic, monetary policy and politics converge to drive changes to equity and fixed income allocations.
Tag: DB Plans
COVID-19 and Biden Policy Could Intertwine to Affect DB Plan Funding
The future health and political landscape could make a big difference on assumptions used for calculations and defined benefit plan...
IRS Modifies CARES Act Due Date for DB Plan Contributions
The extended due date for contributions could help plan sponsors reduce PBGC variable rate premiums.
Continued Volatility Signals Poor Year for DB Plan Funded Status
Higher contributions can be expected in the future and asset allocation makes a difference, according to firms that track defined...
PBGC Premiums Getting in the Way of Its Mission
Letting the agency set its own premiums and basing them more on risk would encourage the offering and maintenance of...
A Look at Hospital and Health Care System Pensions
Health care organizations face an uphill battle financially, but the right strategies for investing and controlling PBGC premiums can help...
Trump Administration to Look at Pensions Transferred to PBGC
A memorandum issued by the president first orders three departments to review the situation for Delphi retirees, then orders a...
PBGC Reports Effect of Pension Risk Transfers on Its Premium Income
The agency could see a premium income loss of $196 million for the 2019 premium payment year, but certain trade-offs...
Products |
BPAS Offers Full DB Service Package
PensionEase combines actuarial benefit calculation services with participant and benefit distribution services.
DuPont Pension Plan Participants’ ERISA Lawsuit Dismissed
A federal district court judge again found no fiduciary acts occurred when a corporate restructuring resulted in DuPont being a...
Most Estimates Show DB Funded Status Declined in September
A decline in equity markets caused funded status to decrease during the month, and firms say DB plan sponsors should...
New York Transit Worker Pension Plans Sue Over Fund Mismanagement
The lawsuit claims an investment manager failed to follow its stated investment strategy during the COVID-19-related market volatility, resulting in...
Providers to DB Plans Face Lawsuit Over Investment Strategy
Because downside protection promised for certain funds wasn’t provided and it wasn’t warned, the committee for defined benefit plans of...
August Emerges as the Best Month for DB Plan Funded Status in 2020
However, firms that track pension plan funded status warn about the potential for more market volatility ahead in 2020.
DB Plans Can Expect Continued Funded Status Issues
The solutions to manage funded status differ for public and corporate plans.
Delphi Retirees Lose Bid to Have Pension Takeover by PBGC Reversed
A federal appellate court found that court adjudication is not required for PBGC to terminate a plan and that retirees...
Technical Ruling Clears UPS in ERISA Actuarial Equivalence Lawsuit
The pro-defense ruling highlights the importance of exhausting potential administrative remedies before filing a lawsuit under ERISA.
Opinions |
COVID-19 Compliance Corner: IRS Clarifies Rules for Delayed DB Plan Contributions
Carol Buckmann, with Cohen & Buckmann P.C., explains legislative provisions or official guidance related to the COVID-19 pandemic that affect...
Canadian Pensions Offer Lessons for U.S. Plan Sponsors
Many Canadian funds manage assets in-house, redeploy resources to investment teams and focus on liability hedging.
Lower Interest Rates Foil Market Rally Impact on DB Plan Funded Status
Firms that monitor DB plan funded status say it is uncertain whether Congress will offer additional funding relief; many plans...