Compliance | January 13th, 2020 PBGC Issues Premium Filing Instructions for 2020 Plan Years Premiums have gone up, and the agency says it has simplified reporting requirements for risk transfer activities.
Administration | January 9th, 2020 Most DB Plans Saw Little Funded Improvement in 2019 Plan sponsors will need to consider whether in 2020, as in 2019, stock market returns will be great enough to...
Opinions | January 8th, 2020 Are You Investing With the Right Objective in Mind? Ryan McGlothlin and Michael Clark, with River and Mercantile, say it’s imperative to first understand the nature of future cash...
Administration | January 7th, 2020 McClatchy Cuts Back on Executive Benefits Due to Pension Distress The media company has asked for legislative relief and is in discussions with the PBGC about a distress termination of...
Compliance | December 31st, 2019 IRS Announces Dates for Third Remedial Amendment Cycle for DB Plans The agency says the third six-year remedial amendment cycle for pre-approved defined benefit (DB) plans begins on May 1, 2020,...
Data and Research | December 18th, 2019 Could New DB Plan Designs Solve for Retirement Savings Inadequacy and Inequality? Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their...
Administration | December 10th, 2019 DB Funded Status Held Up Fairly Well, Considering… Though down for the year, DB plan sponsors have seen upticks in funded status for three straight months, and sources...
Opinions | December 4th, 2019 Barry’s Pickings: Extend HATFA Now Michael Barry, president of O3 Plan Advisory Services LLC, discusses how interest rate “stabilization” is still needed in this era...
Investing | December 4th, 2019 Institutional Investors Feel Braced for Whatever the Market Throws Them They favor active management, most have turned to private markets, and nearly half are using scenario analysis to prepare portfolios...
Administration | November 26th, 2019 DB Plan Cash Flow Needs Are Greater Than Ever In these days of low interest rates, and following money market reform, investing strategies are needed to meet cash-flow needs...
Administration | November 20th, 2019 LDI the Key to DB Plan Funded Status Gains About three-quarters of plans surveyed by NEPC with a funded status of 90% or higher have utilized liability-driven investing (LDI).
Investing | November 20th, 2019 What DB Plans Can Learn From Insurance Companies Insurance companies take on pension risk, so why wouldn’t DB plan sponsors take lessons from insurer’s investment strategies?
Investing | November 13th, 2019 DB Plan Sponsors Focused on Cost and Funded Status Concerns They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found.
Administration | November 11th, 2019 Firms Estimate DB Funded Status Improvements in October This is due to positive equity returns; however, plan sponsors will likely see a pension liability increase on year-end balance...
Investing | October 31st, 2019 Fixed Income Played Role in Increasing Institutional Investor Returns Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to...
Compliance | October 21st, 2019 PBGC to Assume Responsibility of Health System’s Retirement Plans This protection by the PBGC is one reason for a string of lawsuits that challenge other nonprofit healthcare systems’ retirement...
Administration | October 17th, 2019 Breaking Free From Interest Rate Bind on DB Funding The long-running low interest rate environment has created DB plan funding challenges, but plan sponsors can take steps to mitigate...
Compliance | October 14th, 2019 PBGC Announces Premium Rates for 2020 The agency notes that there are no scheduled increases (other than indexing) for years after 2019.
Products | October 14th, 2019 Club Vita Introduces Mortality Tables Considering Geography The company says the nine-digit ZIP code, or ”ZIP+4 code,” offers significantly more detail on geographical differences in life expectancy...
Products | October 10th, 2019 Principal Offers Patent-Pending Complete Pension Solution It provides a technology-driven approach to pension risk management that can be tailored for individual plan needs alongside what the...