Tag: defined benefit plans

Northern Trust Asset Management offers four considerations for setting DB plan investment strategy.

Mercer suggests pension sponsors should now focus on the shakeout that lies ahead, with the potential bifurcation between liabilities sold to insurers and the hard stuff kept on...

The legislation helps protect defendants who settle lawsuits from claims from co-defendants.

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

According to the compliant, the defined benefit (DB) plan was required to adhere to Employee Retirement Income Security Act (ERISA) funding rules.

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

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...