Data and Research | May 22nd, 2023 DB Plans Report High Returns in Q1 2023 After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets...
Data and Research | May 12th, 2023 Trends Show Corporations Reducing Contributions to Pension Funds While some companies have disclosed low intended contributions to their pension plans this year, some analysts expect a reversal in...
Investing | May 10th, 2023 Pension Funded Status Improves in April Thanks to Strong Equity Performance U.S. corporate pension plans’ funded levels improved marginally in April, and many are inching toward full funding, according to analyst...
Data and Research | May 2nd, 2023 New NIRS Report Details Alaska Public Worker Exodus After Switch to DC Plan The 2005 move led to increased turnover in employees enrolled in Alaska’s TRS and PERS retirement plans, the study found.
Benefits | April 26th, 2023 October Three’s New Plan Design Includes Guaranteed Lifetime Income The consulting firm announced the launch of its new retirement solution, O3 Prime, which offers a 401(k) account in tandem...
Benefits | April 18th, 2023 Several States Approve COLA Increases for Pension Funds, Other States Still Considering COLA boosts to pension distributions have been proposed in Pennsylvania and Texas, while they have already been announced in Maryland...
Investing | April 18th, 2023 DC Council Expects Increase in Real Estate Investing Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Data and Research | March 29th, 2023 Pension Risk Transfers Spiked in 2022 due to Higher Interest Rates, Report Shows The U.S. pension risk transfer market grew to $51.8 billion last year, totaling 568 transactions, according to Aon’s recent report.
Benefits | March 16th, 2023 DB Summit: Alternative DB Plan Designs Experts explained the advantages of cash balance DB plans and variable plans that offer a set payday without losing the...
Investing | March 13th, 2023 DB Summit: Long-Term Investing Liability-driven investment, lump-sum distribution and de-risking options are all on the table, experts say.
Benefits | March 1st, 2023 Defined Benefit Plans Live On as Older, Wise Neighbors, Where DC Plans Can Borrow Ideas A plan sponsor, academics and pension benefit expert agree that defined benefit plans are largely on the way out, yet...
Benefits | March 1st, 2023 Cash Balance Plans Gain in Popularity Combining features of DB and DC plans, these hybrids especially appeal to small and midsize businesses.
Benefits | March 1st, 2023 End Of The Road For Defined Benefit Plans? Not Quite While the vast majority of DB plans are frozen, plan sponsors are keeping all options on the table for participants.
Benefits | February 8th, 2023 Delphi Pension Restoration Bill is Reintroduced Bipartisan measure would restore pensions to more than 20,000 retirees and provide back pay for benefits that were cut.
Compliance | January 3rd, 2023 What Does SECURE 2.0 Mean for Cash Balance Plans? SECURE 2.0 will make backloading easier and clarify the test process.
Benefits | September 27th, 2022 Report Shows Different Spending Patterns by Retirement Plan Type The research demonstrates that public-sector workers tend to feel safer spending more when they have a defined benefit retirement plan...
Data and Research | September 6th, 2022 US Pension Buyout Sales Jump 148% in Second Quarter Several tailwinds are driving record growth in the pension risk transfer market.
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.
Data and Research | August 11th, 2022 Modest Changes to Corporate DB Plans’ Funded Status Seen in July Higher stock prices were partially offset by a drop in discount rates.
Compliance | July 21st, 2022 IRS Addresses Mergers Involving DB Plans That Have Received SFA The ongoing plan must still separate special financial assistance funds and invest them according to final regulations.