Data and Research | August 27th, 2015 Pension Buy-Out Sales Hit Record in Q2 “Even without jumbo deals, there are just more plan sponsors looking to convert their pensions to group annuities,” says Michael...
Compliance | August 21st, 2015 Court Affirms Dismissal of Verizon Pension Risk Transfer Suit An appellate court ruled that the decisions to amend the plan and transfer certain assets to an annuity contract were...
Administration | August 20th, 2015 Electric Company Passes Pension Obligation to The Principal The Principal will assume obligation for pension benefits of certain retirees of the Lincoln Electric Company.
Data and Research | July 20th, 2015 Sponsors Actively Working to Derisk DBs Seventy percent of DB plan sponsors are contributing more to their plans than the minimum required amount.
Data and Research | June 22nd, 2015 Many TDFs Fall Short, AllianceBernstein Says The funds need broader asset allocation and open architecture, according to the investment firm.
Investing | June 22nd, 2015 Assessing Equities After Whirlwind Decade Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?
Investing | June 15th, 2015 Institutions Unprepared for Tail Risk Institutional investors are expecting a tail risk event, but are unprepared and lack the risk management strategies to prepare.
Data and Research | June 9th, 2015 Comparing Lifetime Annuities and Structured Withdrawals A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured...
Participants | June 9th, 2015 Behavioral Finance Q&A with Shachar Kariv – Part 1 PLANSPONSOR talks with U.C. Berkeley's economics department chair about the role of “decision science” in improving participant decisionmaking and closing the retirement...
Products | May 27th, 2015 Mercer Opens Pension Risk Exchange Pension buyout price transparency and readiness to transact are of critical importance, Mercer says.
Administration | May 14th, 2015 Low Interest Rates Ease Pension Debt Restructuring In finance as in physics, investment market forces produce both upside and downside.
Administration | May 13th, 2015 Pension Hibernation Can Be a Bridge to PRT Plan sponsors looking to enact a PRT transaction, but lacking sufficient cash, might consider “hibernating” their portfolio until a more...
Administration | May 11th, 2015 Many DB Plan Sponsors Still Considering Risk Transfer More than half are looking to LDI strategies to de-risk their plans.
Products | May 7th, 2015 DCREC Podcast Series Explores Real Estate in DC Plans The Defined Contribution Real Estate Council says commercial real estate can help DC plan participants fight inflation and earn steadier...
Products | May 6th, 2015 Penbridge Launches PRT Index Charting Tool A new tool from Penbridge seeks to enhance plan sponsor understanding of pension annuity buyout pricing.
Investing | May 1st, 2015 Will Concentration and Governance Issues Challenge Indexing Trend? Investment advisory predicts key foundational issues could slow indexing trend among institutional investors and retirement plans.
Investing | April 7th, 2015 Diverse TDFs Brought Diverse Returns in 2014 New Morningstar research shows what you expect is not always what you get with target-date funds.
Data and Research | April 7th, 2015 Global DC Plans Highlight Efficiency Trend A survey of Vanguard retirement plan clients operating in three or more countries shows, like in the U.S., the DC...
Administration | March 25th, 2015 Rising PBGC Premiums Drive Increase in PRT Activity Mercer attributes the rise in pension risk transfer activity to PBGC premium increases.
Investing | March 24th, 2015 Examining Risk Management in TDFs One long-time portfolio designer says addressing risk in TDFs is a bit like playing a game of whack-a-mole: Focusing too...