Investing | May 28th, 2020 Rethinking Portfolio Strategies for DB Plans What strategies should plan sponsors consider for reaching their goals in the new market environment?
Administration | May 28th, 2020 How to Manage DB Plans Through the Crisis Experts expect the market volatility will continue for an unknown amount of time, so DB plan sponsors must be flexible...
Compliance | May 22nd, 2020 Implementation of Coronavirus-Related Distributions in DB Plans DB plan sponsors may want to offer coronavirus-related distributions under the CARES Act, but should understand certain rules before doing...
Compliance | May 15th, 2020 CARES Act May Help DB Plans Avoid Funding-Based Limitations DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded...
Data and Research | May 11th, 2020 DB Funded Status Estimates Are Mixed in April Sources say volatility will continue for pensions, and risk remains in equity markets.
Administration | May 8th, 2020 COVID-19 Has Put Some PRTs Behind Schedule DB plan sponsors are weighing their options for pension risk transfers and trying to balance what’s best not just for...
Compliance | April 30th, 2020 Lawsuit Challenging Pension Transfer in Corporate Restructuring Dismissed A federal district court judge noted that the 9th U.S. Circuit Court of Appeals has held that the “decision to...
Investing | April 28th, 2020 Fixed Income Allocations Suppressed Potential Losses for ERISA Pension Plans Of the three institutional segments tracked by Northern Trust, corporate ERISA pension plans performed the best during 1Q 2020.
Opinions | April 15th, 2020 DB Plan Sponsors Should Develop a Strategy Now for the Next Market Fallout Plan sponsors that already have an LDI strategy in place may be able to better capture opportunities in the current...
Compliance | April 14th, 2020 PBGC Extends Certain Premium Payment and Filing Deadlines The action is in response to an IRS extension of some retirement plans’ Form 5500 filing deadlines.
Investing | April 14th, 2020 Past Bear Market Strategies No Comfort for DB Plans Right Now Pension plan consultants are tweaking recommendations for DB plan sponsors during the unprecedented volatility created by the coronavirus pandemic.
Administration | April 9th, 2020 DB Plans Fall Victim to the Coronavirus Firms that track DB plan funded status offer considerations for plan sponsors and note that how sponsors position themselves will...
Compliance | March 31st, 2020 DB Plan Relief Included in the CARES Act The bill provides a delay for minimum annual required contributions and relief for plans that may have benefit restrictions triggered...
Administration | March 30th, 2020 Plan Sponsors Facing Difficult Decisions During Coronavirus Pandemic Stopping employer matching contributions, laying off employees, adjusting DB plan contributions; plan sponsors need to understand the effects of each...
Compliance | March 30th, 2020 Remedial Amendment Periods for 403(b) Plans and DB Plans Extended Plan sponsors now have until June 30 to update their pre-approved and individually designed 403(b) plan documents.
Compliance | March 26th, 2020 SECURE Act Eases Paths for DB Plans A new minimum age for in-service withdrawals and permanent nondiscrimination testing relief ease plan sponsors’ ability to keep older employees...
March 24th, 2020 Coronavirus News for Plan Sponsors The latest news about market volatility, benefits and business updates, and legislative and regulatory actions.
Compliance | March 12th, 2020 IRS Issues 2020 Cumulative List for Pre-Approved DB Plans Among other things, items on the cumulative list include changes related to the Supreme Court DOMA ruling, hardship withdrawal changes...
Administration | March 11th, 2020 Could DB Plan Sponsors Have Seen a Greater Funded Status Increase in 2019? Contributions to large pension plans plunged in 2019, nearly matching their lowest point in the past 15 years, according to...
Administration | March 5th, 2020 Reasons NOT to Offload DB Plans Before following the crowd, DB plan sponsors should look at the cost to maintain their plan relative to the company’s...