Lower Equity Values Pull DB Plans’ Funded Status Lower
Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.
Tag: defined benefit (DB) plans
2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced
Awards were given in nine categories representing various plan types and sizes.
Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability
U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Asset Allocation Made the Difference for Corporate Pension Funding in 2021
Plans with higher equity and lower fixed income allotments outperformed.
Some Corporate DB Plans Hit Highest Funded Status in Years
Plans have been helped by higher discount rates, but investment managers suggest sponsors be mindful of risks ahead.
JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.
Products |
SEI Helps Institutional Investors Manage Investment Data
Ledger allows asset owners to view, update and reconcile data from multiple sources.
Corporate DB Plans See Slight Funded Status Improvement in February
Discount rate and equity market volatility is expected to continue.
PRT Strategies for Active Participants
Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies...
Understanding PRT: A Checklist for Implementing a Pension Risk Transfer
Experts discuss the various elements to consider before implementing a pension risk transfer to help ensure its success.
Understanding PRT: A Look at PRT Solutions and Costs
Pension risk transfer includes a spectrum of options, with cost and other considerations for each.
Understanding PRT: Retiring Your Pension Plan
Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Opinions |
The Difference in Impact of Inflation on Public and Corporate Pension Plans
Public plan sponsors must make their contributions, even in difficult times.
Institutional Investors See Strong Returns in 2021
Public funds bested corporate funds thanks to higher equity allocations.
How Institutional Investors Can Rate-Proof Their Portfolios
Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.
Corporate DB Plan Funded Status Little Changed in January
Whether plans saw a slight increase or decrease depended on their lifecycle stage and allocation to equities.
Investment Opportunities for DB Plans Moving Forward
Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing.
Supreme Court Declines Review of Delphi Pension Case
Former non-union employees of the auto parts maker sought to overturn the Pension Benefit Guaranty Corporation’s decision to terminate their...
DB Plans Retain Cost Advantage Over DC Plans
New research by the National Institute on Retirement Security reaffirms earlier findings on the greater cost savings and efficiencies provided...
December Tops a Stellar Year for Corporate DB Plans
Experts predict another good year in 2022.