More Conservative Pension Allocation Fares Better
An analysis by October Three found that for the year, a pension with a more moderate allocation was down more...
Tag: Defined Benefit
Is DB Plan Annuitization More Costly Than Maintaining the Plan?
SEI contends most companies can handle maintaining a DB plan for less than the cost of offloading it, but there...
Supreme Court Stays Relief in Dignity Health Plan Case
An appellate court agreed with a district court that Dignity Health’s pension plan was not a “church plan” under ERISA,...
Costly Actuarial Errors Alleged in New Provider Lawsuit
Plaintiffs in a newly filed lawsuit argue inaccurate liability valuations have resulted in costly pension plan management mistakes.
PBGC Reduces Penalties for Late Premium Payments
The agency has issued a final rule implementing changes proposed in April.
IRS Extends Nondiscrimination Relief for Closed DBs
The IRS says final nondiscrimination rules will not be published in time for plan sponsors to make decisions before the...
IRS Issues Final Rule on Requirements for Partial Annuities in DB Plans
Rather than a single-sum payment, the IRS believes many participants are better served by having the opportunity to elect to...
DB Sponsors Focused on Governance Have Better Outcomes
A study by State Street shows that a commitment to improved governance standards can have wider benefits for pension plans.
Products |
Transamerica Defines the ‘DB Plan Continuum’
Guidelines published by Transamerica highlight the importance of clean data and careful planning when it comes to minimizing defined benefit...
DB Funded Status Analyses Show Moderate Differences
Analyses by Mercer, Wilshire and LGIMA varied on whether DB funded status increased, decreased or remained the same in August.
OCIO Demand Persistent Among DB Sponsors
Many defined benefit plan sponsors are seeking the support of an outsourced chief investment officer to help with time-sensitive asset-allocation...
IRS Updates DB Plan Mortality Tables for 2017
The notice also includes a modified unisex version of the mortality tables for use in determining minimum present value for...
DC Plans Dominating Not-for-Profit Market
However, still more not-for-profit employees have access to DB plans than do for-profit company employees.
Cause for Optimism and Concern in DC Stats
The majority of participants are confident their savings via DC plans will be sufficient to last throughout retirement, a LIMRA...
Trinity Health Settles Church Plan Lawsuit
The health system will pay millions to its plans and former participants and agreed to keep the plan sufficiently funded.
FASB Asks for Comments About Agenda
The Board identifies pensions and other post-retirement benefits as an area of financial reporting in need of improvement.
IRS Emphasizes Amendments Required Before Termination
“One of the steps to take before terminating your retirement plan is to make sure your plan document includes all law changes...
9th Circuit Weighs In on Dignity Health’s Church Plan Status
The appellate court agreed with a lower court that the health provider’s pension plan did not fit the definition of...
Investing Strategies for Pensions in the Current Environment
Pension plans need to adopt “spread acquisition strategies," according to a speaker for a webinar hosted by BlackRock.
Opinions |
Overcoming Fear! – Part 2
Gary Findlay, former Executive Director of the Missouri State Employees Retirement System (MOSERS), discusses fearmongering regarding public pension plans.