Tag: Defined Benefit

Appellate courts have ruled that the pension plans of Advocate Health Care and St. Peter's Healthcare System are not “church...

The white paper explains why a review of insurers’ administrative capabilities and practices is such a crucial part of fiduciaries’...

Regulations allowing public DBs to base their liability discount rates on the assumed expected rate of return on their assets...

DB plan sponsors requesting a determination letter should identify whether the plan has risk transfer language.

By comparison, only one quarter of retirees in all age and income groups have debt.

Real estate managers continue to have the largest share of pension fund assets, a survey finds.

Mercer finds a 3% decline for S&P 1500 companies and Wilshire finds a 1.8% decline for S&P 500 companies for...

The study, sponsored by the National Association of Real Estate Investment Trusts, found REITs outperformed other asset classes.

PPG has entered into agreements with MetLife and MassMutual to cover pension obligations to retirees.

“We are reaching out to our clients and pointing out that over the long term, the world survives. These short-term...

Seventy-five percent of employers surveyed think employees with student loans contribute less to their 401(k)s.

The average funding is 87%, just slightly down from 88% last year.

Generally, payments are taxable in the taxable year in which they are distributed.

Nearly every state reduced benefits, increased employee contributions, or both.

The growth will be “driven by the continued discovery of new and more sophisticated applications for the funds across investment...

Four in 10 Americans age 50 or older plan to take Social Security before full retirement age

Market volatility and funding relief allowing lower required contributions have impacted the value of LDI and other pension plan de-risking...

“I am a fiduciary for our ERISA retirement plan. Can I reduce my fiduciary liability or even eliminate it entirely?”

The decrease in funding was due in part to relatively flat equity markets, according to both Mercer and Wilshire.

“The index helps plan sponsors determine where and when it is good to take liquidity risk,” says Thierry Adant, with...