September 16, 2014 (PLANSPONSOR.com) - As part of an ongoing effort to reduce complexity and costs in its investment program, the California Public Employees’ (CaIPERS), the largest public...
September 15, 2014 (PLANSPONSOR.com) - Wilshire Consulting estimates that the ratio of pension assets to liabilities, or funding ratio, for the city and county pension plans it studied...
September 15, 2014 (PLANSPONSOR.com) – The Employee Ownership Foundation’s 23rd Annual Economic Performance Survey of ESOP companies found that these companies continue to see increased economic growth in...
September 15, 2014 (PLANSPONSOR.com) – The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli...
September 10, 2014 (PLANSPONSOR.com) - Regulation may be slowing the push for alternative investments by retirement plans and other institutional investors, Cerulli Associates finds.
September 9, 2014 (PLANSPONSOR.com) – Financial analytics firm Cerulli Associates finds that nearly four in 10 (37.5%) exchange-traded fund (ETF) providers anticipate strong growth for taxable bond asset...
September 8, 2014 (PLANSPONSOR.com) - The Alaska Electrical Pension Fund has accused 13 banks of manipulating an interest rate benchmark used to price certain derivatives instruments.
September 8, 2014 (PLANSPONSOR.com) – New Jersey is asking a court to dismiss lawsuits brought by unions challenging Governor Chris Christie’s decision to reduce the state’s contribution to...
September 8, 2014 (PLANSPONSOR.com) - Retirement plan sponsors and participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research...
September 5, 2014 (PLANSPONSOR.com) – Goldman Sachs Asset Management’s conversations with actuaries and clients indicate many defined benefit (DB) plans could expect an increase in liabilities of between...
September 5, 2014 (PLANSPONSOR.com) - The estimated aggregate funding level of pension plans sponsored by S&P 1500 companies dropped by 1% during August to 84% funded, according to...
September 4, 2014 (PLANSPONSOR.com) - Falling interest rates precipitated by geopolitical tensions led to higher liabilities and a lower funded status for the typical U.S. corporate pension plan...
September 3, 2014 (PLANSPONSOR.com) - The aggregate funded ratio for U.S. corporate pension plans fell to 85.5% for the month of August 2014, according to Wilshire Consulting.
August 27, 2014 (PLANSPONSOR.com) – Nearly nine in 10 asset managers polled for a recent Cerulli Associates report view increasing attention to environmental, social, and governance (ESG) strategies...
August 25, 2014 (PLANSPONSOR.com) – A new analysis from Segal Rogerscasey argues past performance is only one of many factors that should be evaluated when assessing active investment...
August 25, 2014 (PLANSPONSOR.com) – Last week, the California Public Employees Retirement System (CalPERS) Board added to the definition of pensionable compensation for the state's new public employees.
August 21, 2014 (PLANSPONSOR.com) - Bank of America has agreed to a settlement of Securities and Exchange Commission (SEC) claims related to its sales of mortgage-backed securities.
August 21, 2014 (PLANSPONSOR.com) - Financial services, energy and consumer staples have the best-funded defined benefit plans, according to an analysis by the BNY Mellon Investment Strategy and...
August 19, 2014 (PLANSPONSOR.com) – Liability-driven investing (LDI) helps a defined benefit (DB) plan meets its liabilities, but liability benchmarking adds precision.