Tag: defined benefit plans

Both the U.S. Solicitor and the Pension Rights Center argue that current funded status of a defined benefit (DB) plan is not a proper measure for whether the...

The IRS still anticipates issuing final regulations on closed DB plan nondiscrimination rules.

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...

The company believes the new tool will reduce wait time for advisers, who will usually contact actuaries to estimate defined benefit (DB) plan contribution requests when clients explore...

An aggregate enhanced data set will be used by Mercer's consulting teams to provide more powerful insights to help with client decision making.

Club Vita looks at zip codes and other characteristics of the participants in DB plans to estimate longevity risk.

The SOA says most plan sponsors that update their mortality assumption from the RP-2006 tables to the new tables will experience only a small change in their pension...

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.

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

The agency explains that, in limited situations, employers will be able to use the soon-to-be issued coverage forms to request an opinion letter about whether a plan being...

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.

During 2018, the $20 billion club shifted asset allocations significantly away from risky assets and into fixed income, Russell Investments found.

Steidle Pension Solutions, LLC (SPS) announced that plan sponsors using SPS administration and actuarial services will pay only $1,200 for full-service administration, and its plan document restatement fee...

The list identifies matters that may involve either mandatory or discretionary plan amendments depending on the particular plan, and may reference other significant guidance that affects daily plan...

The IRS has issued Notice 2019-26, which specifies updated mortality improvement rates and static mortality tables, as well as a modified unisex version of the mortality tables, to...

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

Actions taken by defined benefit (DB) plan sponsors helped them reduce Pension Benefit Guaranty Corporation (PBGC) premiums, according to a J.P. Morgan analysis.

The agency previously announced it would amend required minimum distribution regulations in a way that would prohibit the offering of lump-sum windows to defined benefit (DB) plan participants...

They also believe that pensions do a better job than 401(k)s in terms of ensuring retirement security.