Investing | August 14th, 2023 July Marks 4th Consecutive Month of Pension Funded Status Increases Because of a strong equity performance and a dip in liabilities in July, pension funded statuses increased once again, analyst...
Benefits | June 30th, 2023 PSNC 2023: DB Plan Design Speakers advise plan sponsors on what to consider when looking to terminate their defined benefit plans and offering lump sums...
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...
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 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.
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.
Investing | May 10th, 2022 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.
Data and Research | April 29th, 2022 Asset Allocation Made the Difference for Corporate Pension Funding in 2021 Plans with higher equity and lower fixed income allotments outperformed.
Investing | March 25th, 2022 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 | March 17th, 2022 SEI Helps Institutional Investors Manage Investment Data Ledger allows asset owners to view, update and reconcile data from multiple sources.
Data and Research | February 16th, 2022 Institutional Investors See Strong Returns in 2021 Public funds bested corporate funds thanks to higher equity allocations.
Investing | February 2nd, 2022 Investment Opportunities for DB Plans Moving Forward Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing.
Data and Research | January 12th, 2022 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...
Data and Research | January 11th, 2022 December Tops a Stellar Year for Corporate DB Plans Experts predict another good year in 2022.
Compliance | January 7th, 2022 Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
Data and Research | January 7th, 2022 Corporate DB Plans Thrived in 2021 Joseph Gamzon, with Willis Towers Watson, said many sponsors have better positioned their plans through investment allocation and settlement activity...
Compliance | January 5th, 2022 Pacific Life Fined for Unlicensed PRT Business A penalty was assessed after a New York State Department of Financial Services investigation uncovered violations of state insurance law....
Investing | January 3rd, 2022 Considerations for DB Plan Investing in 2022 Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives.