Investing | March 22nd, 2021 Rebalancing Can Be an Important Tool for DB Plans During Volatile Market J.P. Morgan’s proprietary analysis of the 100 largest corporate pensions reveals several lessons defined benefit plan sponsors can learn from...
Data and Research | March 18th, 2021 Retirement Accounts Post Record During a Pandemic and Recession Employer-sponsored retirement plans and individual accounts hold some $35 trillion in total assets at a time when the broader economy—and...
Compliance | March 11th, 2021 DB Plans Get Help in New Stimulus Package More guidance will be needed for single-employer and multiemployer defined benefit plans to use funding help provided in the $1.9...
Data and Research | March 10th, 2021 Corporate DB Plan Funded Status Improves to Pre-Pandemic Levels Equity allocations gave some plans a boost, and experts anticipate new legislation will offer relief from expected higher contributions.
Investing | March 9th, 2021 OCIOs Can Improve Pension Plan Funding Plan sponsors that are considering hiring an outsourced chief investment officer should examine its track record and operational qualifications.
Administration | February 18th, 2021 Could There Be a Renewed Interest in DB Plans? There are plan designs that decrease the risk and volatility for plan sponsors, and defined benefit plans offer the guaranteed...
Administration | February 10th, 2021 Portfolio Investment Mix Made a Difference in January DB Plan Funded Status Companies that measure defined benefit plan funded status also point out that legislation has been introduced that would provide more...
Compliance | January 26th, 2021 Rep. Neal Introduces DB Plan Relief Bill The bill contains provisions designed to improve the financial situation of multiemployer plans, as well as provisions for funding relief...
Investing | January 26th, 2021 Creating an Effective LDI Strategy for 2021 Defined benefit plan sponsors need to look at different tools for making their liability-driven investing strategies more efficient, and they...
Administration | January 11th, 2021 Strong End to 2020 Puts DB Plan Funded Status Back to Where It Started the Year Defined benefit plans that use an LDI strategy faced less volatility over the year, and funded status improvements were helped...
Data and Research | January 7th, 2021 Data Provides Reasons for Encouraging the Offering of DB Plans In addition to providing a secure source of retirement income for employees, a report shows benefit payments support the economy...
Investing | December 22nd, 2020 Is Bitcoin Right for Your Pension Plan? Interest in Bitcoin is growing, and firms are working to make it more accessible, as studies show small allocations into...
Administration | December 15th, 2020 COVID-19 Having Major Impact on Pensions Many terminated or furloughed employees have taken early retirement, curtailing contributions and raising payout obligations.
Administration | December 10th, 2020 DB Funded Status Nearly Back to Level From Beginning of Year A strong equity market rally in November gave defined benefit plan funded status a boost, but long-duration fixed income also...
Investing | December 10th, 2020 DB Plan Sponsors Looking to New Vehicles for LDI Strategies Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.
Investing | December 8th, 2020 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.
Products | November 30th, 2020 Transamerica Partners With Aegon on Streamlined DB Solution Called Transamerica DB Complete, it aims to bring together all aspects of managing a defined benefit plan.
Administration | November 25th, 2020 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...
Compliance | November 23rd, 2020 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.
Investing | November 11th, 2020 Defined Benefit Plan Sponsors Should Reassess Their Investments Willis Towers Watson offers 10 suggestions for DB plans for 2021.