Tag: DB plan

It aims to bring all aspects of managing a defined benefit plan together.

Club Vita teamed up with Mercer to develop a proprietary model, VitaCurves, that uses the nine-digit ZIP code to help defined benefit (DB) plan sponsors more accurately make longevity assumptions.

Looking at the hits company balance sheets take from a pension risk transfer (PRT) to terminate a defined benefit (DB) plan, may cause plan sponsors to change course.

In a report, Cerulli Associates makes suggestions for actions defined benefit (DB) plan asset managers can take to help plan sponsor clients manage market volatility.

A look at some of the products and services retirement plan sponsors are requesting outside of 401(k) plans.

Consultants with Findley discussed a game plan for having data, financials and a communications strategy ready before embarking on a DB plan termination.

There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.

They have until mid-September to deduct pension plan contributions at the rate of 35%; after that, the lower 21% rate kicks in.

A mere 21% feel confident about drawing down their retirement plan assets, Ameriprise Financial found in a survey.

A federal appellate court affirmed a lower court decision that a change to Northern Trust's DB plan benefit formula does not violate ERISA or the Age Discrimination in Employment Act (ADEA).