Tag: defined benefit plans

Borrowing to fund and making in-kind contributions were just a couple of the strategies Robin M. Solomon, a partner at Ivins, Phillips & Barker, shared with attendees of...

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

However, if retirement expenses are reduced to 80% of average expenses, 82.1% are on track to not run short.

The reduction in corporate taxes from 35% last year to 21% starting this year incentivized companies to accelerate tax deductions.

A survey finds that to prevent future retirees from challenges, governments and employers will have to step up to the plate.

A federal appeals court found a district court did not apply the correct standard of review in a case challenging the calculation of lump-sum payments from a defined...

Approximately 41,000 FedEx retirees and beneficiaries in defined benefit pension plans will receive annuity benefits.

This is the first dip since the third quarter of 2017, according to BNY Mellon

Market volatility weighed down returns, with Corporate Plans seeing a median first quarter loss of 0.78%.

Favorable equity market and interest rate forces resulted in a 2% increase in the average U.S. pension plan funded status during April.

Participants who work with a traditional or online adviser are on track to replace 116% of their income. Those working with any paid adviser, 91%, and those with...

A tax court found that the Commissioner of Internal Revenue’s report, which was prepared by an actuary, was in line with actuarial practice in calculating the annual benefit...

The report is being generated by MassMutual’s Defined Benefit actuarial and investment consultants with the goal of helping sponsors maintain an integrated actuarial and investment policy to manage...

The agency says this consultation will assist it and the plan sponsor in exploring whether a waiver of one or more filing obligations is appropriate, identifying potential issues...

This enables corporations to expense their contributions at a higher tax rate, according to Cerulli. 

A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.

Witnesses for the Joint Select Committee on Solvency of Multiemployer Pension Plans said demographics, failing industries and market returns led to the insolvency of multiemployer pension plans.

One-third of North American workers surveyed said their employer does not offer retirement education or coaching.

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...

A study finds most corporate pensions are winding down, while public defined benefit plans are trying to get stronger—paths that will require some common and some different strategies.