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.
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.
Administration | November 10th, 2020 Continued Volatility Signals Poor Year for DB Plan Funded Status Higher contributions can be expected in the future and asset allocation makes a difference, according to firms that track defined...
Compliance | November 3rd, 2020 PBGC Premiums Getting in the Way of Its Mission Letting the agency set its own premiums and basing them more on risk would encourage the offering and maintenance of...
Administration | November 2nd, 2020 A Look at Hospital and Health Care System Pensions Health care organizations face an uphill battle financially, but the right strategies for investing and controlling PBGC premiums can help...
Compliance | October 26th, 2020 Trump Administration to Look at Pensions Transferred to PBGC A memorandum issued by the president first orders three departments to review the situation for Delphi retirees, then orders a...
Data and Research | October 23rd, 2020 PBGC Reports Effect of Pension Risk Transfers on Its Premium Income The agency could see a premium income loss of $196 million for the 2019 premium payment year, but certain trade-offs...
Products | October 13th, 2020 BPAS Offers Full DB Service Package PensionEase combines actuarial benefit calculation services with participant and benefit distribution services.
Compliance | October 12th, 2020 DuPont Pension Plan Participants’ ERISA Lawsuit Dismissed A federal district court judge again found no fiduciary acts occurred when a corporate restructuring resulted in DuPont being a...
Administration | October 9th, 2020 Most Estimates Show DB Funded Status Declined in September A decline in equity markets caused funded status to decrease during the month, and firms say DB plan sponsors should...
Compliance | October 1st, 2020 New York Transit Worker Pension Plans Sue Over Fund Mismanagement The lawsuit claims an investment manager failed to follow its stated investment strategy during the COVID-19-related market volatility, resulting in...