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.
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.
Data and Research | July 12th, 2022 Lower Equity Values Pull DB Plans’ Funded Status Lower Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.
Deals and People | June 9th, 2022 2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced Awards were given in nine categories representing various plan types and sizes.
Data and Research | April 11th, 2022 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.
Data and Research | March 10th, 2022 Corporate DB Plans See Slight Funded Status Improvement in February Discount rate and equity market volatility is expected to continue.
Administration | March 9th, 2022 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...
Administration | March 7th, 2022 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.
Administration | March 4th, 2022 Understanding PRT: A Look at PRT Solutions and Costs Pension risk transfer includes a spectrum of options, with cost and other considerations for each.
Investing | March 4th, 2022 Understanding PRT: Retiring Your Pension Plan Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Opinions | March 3rd, 2022 The Difference in Impact of Inflation on Public and Corporate Pension Plans Public plan sponsors must make their contributions, even in difficult times.
Investing | February 11th, 2022 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.
Data and Research | February 10th, 2022 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.
Compliance | January 19th, 2022 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...
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.
Investing | November 11th, 2020 Defined Benefit Plan Sponsors Should Reassess Their Investments Willis Towers Watson offers 10 suggestions for DB plans for 2021.
Compliance | February 20th, 2020 Court Advances Suit Regarding Delta Air Lines’ Offset of Pension Benefits It was found that the pension plan committee did not reasonably interpret the plan when it offset pension benefits for...