Senator Murray Reintroduces ‘Women’s Pension Protection Act’
The legislation would strengthen consumer protections, improve access to retirement savings plans for part-time workers, help increase women’s financial literacy,...
Tag: Defined Benefit
Institutional Investors Entering New Asset Classes, Paying Less in External Fees
Cost reductions are evident across asset classes—not just in equity.
Demand Growing for OCIO and PRT Services
Greg Calnon, with Goldman Sachs Asset Management, discusses how outsourced chief investment officer solutions are moving into the DC plan...
Sponsors’ Unique Objectives Guide Retirement Income Discussions
“There is a lot of value in having conversations about retirement income that are not just product driven,” said Josh...
6th Circuit Asks District Court to Consider Plan Reformation in Chrysler Lawsuit
A plan participant relied on language in the SPD regarding eligibility for benefits, and the appellate court found the SPD...
IRS Again Extends Closed DB Plan Nondiscrimination Relief
The IRS and the Treasury Department have extended nondiscrimination relief for closed defined benefit plans for an additional year.
BNY Mellon Master Trust Index Highlights Yearly Growth
Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.
DC Plan Priorities Make ESG More Palatable
One reason DC plans are outpacing DB plans in terms of ESG adoption has to do with a difference in...
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Milliman Aims for Reinvigorated Growth by ‘Bringing Together’ DC and DB Businesses
In creating a unified sales and service structure for DC, DB, multiemployer and association retirement plans, the firm wants to provide...
District Court Upholds Use of Segal Blend to Calculate Multiemployer Pension Liability
Commenting on the decision, Segal Consulting says it is “consistent with every other decision handed down in similar cases except...
Administration Basics: What Is a Strategic DB Plan Termination?
Experts with cash balance plan design and administration provider Kravitz define the concept of strategic plan termination—what the pros and...
NTAM Factor Research Leader: Get Paid for the Risk You Take
Many institutions have found real success with factor investing and smart-beta, but there are some emerging challenges that investors should...
Post-Crisis Pension Portfolios Include More Fixed Income, LDI Strategies
Equity prices have strongly recovered since the Great Recession, bringing some benefit to corporate pension funded status, but pension plan...
‘Peeps’ Candy Company Loses Appeal in Multiemployer Pension Funding Case
The employer sought to carve out new hires from a critical-status multiemployer pension fund and instead direct their contributions into...
Cerulli Report Maps LDI and OCIO Opportunities
Alexi Maravel, director of Cerulli’s institutional practice, observes that the LDI topic is “probably the most competitive pricing environment among...
Public-Sector Pension Changes Create Residual Effects
Evidence mounts to show how cuts to public-employee pension benefits have reduced the ability of public-sector employers to compete with...
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Bond Manager Recounts Rise of LDI Solutions Post-PPA
Ryan Labs president Richard Familetti reflects on the increasingly prominent role of investment consultants in helping to shape LDI strategies...
Court Rules Method for Calculating Multiemployer Plan Withdrawal Liability Was Improper
A federal district court has ruled a multiemployer pension fund's use of the "Segal Blend" rate when assessing a member's...
DB Plan Sponsors Appear Better Positioned for LDI
Strong asset returns and an increase in voluntary contribution activity drove DB plan funded levels significantly higher over the last...
Pension Funds See Fees Creep Up as DC Plans Cut Costs
Since the last study of this kind by CEM Benchmarking, average DB fund costs have increased from 0.40% to 0.60%,...