Data and Research | December 28th, 2021 Data Shows Popularity of Cash Balance Plans They are viewed as less risky than traditional DB plans, easier to manage, easier for employees to understand, and are...
Data and Research | December 10th, 2021 Equity and Fixed-Income Investments Were No Help for DB Plan Funded Status in November Defined benefit plan funded status is still up for the year, but there are several factors plan sponsors should consider...
Opinions | December 3rd, 2021 Positioning a Multi-Manager Portfolio for Long-Term Success DB plan sponsors need to ensure their liability-driven investing strategies are diversified and well-positioned for years to come.
Administration | November 29th, 2021 The Importance of Good Data for DB Plan PRT Activities While clean data is important for identifying deaths and locating participants and beneficiaries, it can also have a great cost...
Administration | November 29th, 2021 Reasons Not to Use Pension Funding Relief Using funding relief to lower contributions to DB plans can increase PBGC premiums and get those plan sponsors that are...
Administration | November 12th, 2021 DB Plans Can Take Proactive Steps to Protect Against Cybersecurity Threats What questions should defined benefit plan officials ask about their cybersecurity protocols?
Data and Research | November 10th, 2021 Rebounding Markets Give DB Plan Funded Status a Boost in October Improved funded status and a potential interest rate hike ahead signal a time for rebalancing and de-risking for corporate defined...
Data and Research | October 28th, 2021 Many DB Plan Sponsors Adjusting LDI Strategies Defined benefit plan sponsors have positive views of the direction interest rates will take and of equity markets, but they...
Data and Research | October 12th, 2021 80% Funded Status Not a Definitive Measure of DB Plan Health The American Academy of Actuaries says a defined benefit plan’s funded ratio should be measured along with investment and contribution...
Data and Research | October 11th, 2021 Market Drops in September Move DB Plan Funded Status Lower The Fed’s reaction to inflation expectations and the outcome of proposed legislation will affect defined benefit plan sponsors’ actions during...
Data and Research | October 8th, 2021 Most DB Plan Sponsors Seeking an Exit More pension risk transfer transactions are likely to be seen within the decade—and by more down-market plans—for a variety of...
Products | October 6th, 2021 PBI Research Launches Pension Plan Population Management Solution The solution includes identifying decedents with CertiDeath, locating missing participants and/or beneficiaries and updating personally identifiable information (PII), among other...
Products | October 5th, 2021 Club Vita Shares Its Longevity Risk Analytics With NISA’s Clients A more accurate estimate of longevity will help DB plans implement a better risk management strategy, the partnering providers say.
Administration | September 15th, 2021 How Pandemic-Related Increase in Retirements Affects DB Plans A sharp jump in the number of workers who decide to retire early does not bode well actuarially for DB...
Data and Research | September 10th, 2021 Corporate Pension Funded Status Breaks Two-Month Losing Streak The rest of the year could be promising for DB plans, depending on the Fed’s stance on interest rates and...
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...