Compliance | September 9th, 2021 DuPont Plan Participants Claim Arbitrary Interpretation Reduced Their Pension Benefits The complaint says Corteva Inc.’s ‘sleight of hand’ when determining when to label employees that were part of a spinoff...
Data and Research | August 24th, 2021 DB Plans and Social Security Are Wealth Equalizers A study finds the programs are substantial resources for Black and Hispanic families and adding them into wealth considerations lowers...
Investing | August 18th, 2021 Climate Change and Benchmarking Risk for Retirement Plans Experts discuss how to conduct climate-change analysis and whether such an inquiry is a fiduciary duty, as forces are aligning...
Products | August 10th, 2021 Defined Benefit Compliance Software Added to ftwilliam Suite of Services The new solution provides a complete valuation, testing and proposal system.
Data and Research | August 10th, 2021 July 2021 DB Plan Funded Status Shows Vulnerability to Interest Rate Risk As discount rates used to measure pension liabilities fell, many plans’ funded status slipped, although the degree of loss depended...
Administration | August 9th, 2021 Actuarial Assumptions Do Not Affect Actual DB Costs 'Experience studies’ and certain types of modeling will help plan sponsors find a better balance between assumptions and experience to...
Data and Research | August 9th, 2021 Markets Were Good to Institutional Investors in Q2 U.S. equity is a core holding for all plan types, and alternative investments gave plans a boost as well.
Compliance | August 6th, 2021 IRS Issues Guidance on Single-Employer DB Plan Funding Relief Under ARPA It addresses to what purposes newly allowed segment rates apply, how plan sponsors can make elections for which segment rates...
Investing | July 15th, 2021 Pensions’ Long-Term Approach to ESG Risks Hinges on Engaging With Companies The Pension Research Council recommends that pension plan sponsors develop processes to identify, measure and manage environmental, social and governance-related...
Data and Research | July 9th, 2021 June Marks First Decline in DB Plan Funded Status in Eight Months Consultants and asset managers say time will tell whether changes in the economy will boost corporate pensions’ funded status for...
Compliance | June 23rd, 2021 Judge Agrees Pension Communication Was Not Clear A former participant in DuPont’s DB plan claimed that confusing benefit statements caused him to miss out on years of...
Investing | June 18th, 2021 DB Plan Sponsors Don’t Have to Fear Investing in Real Assets They can reduce volatility and provide higher returns than other assets, and cash flow needs can be still be managed...
Data and Research | June 10th, 2021 DB Plan Funded Status Remains Stable in May Consultants say now is the time to evaluate interest rate and equity market risk strategies, as well as whether and...
Investing | June 1st, 2021 Worrying About Inflation’s Effect on Your Pension Finances? Don’t. Experts says they don’t expect a long run of inflation, and it might be making your plan less expensive.
Reader Responses | May 17th, 2021 SURVEY SAYS: Do You Have a Pension Plan? PLANSPONSOR NewsDash readers report whether they participate in a defined benefit (DB) pension plan and whether they believe all employees...
Data and Research | May 10th, 2021 Corporate Pension Funded Status Sees Slight Uptick in April Pension plans still felt the effect of lower rates on liabilities, but strong equity markets helped the gain in assets...
Administration | May 4th, 2021 Variable Benefit Plans a Solution for All Types of Plan Sponsors Corporate, multiemployer and public plan sponsors have been drawn to variable benefit plans for their ability to minimize costs while...
Opinions | April 29th, 2021 How to Tell If You’re Paying Reasonable Fees for Actuarial Services Leslie Olds, with Strategic Benefits Advisors, discusses how DB plan sponsors can determine whether actuarial fees are in line with...
Investing | April 13th, 2021 What DB Plans Can Learn From Endowment Investing Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Data and Research | April 9th, 2021 Q1 2021 Has DB Plan Sponsors Saying ‘What? Me? Worried?’ A boost in funded status and funding relief included in the American Rescue Plan Act have sponsors breathing a sigh...