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Tag: Defined benefit
The Inside Take: Ascensus CEO on GIC, Stone Point Acquisition
Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead, the transaction is about scale, resources and knowledge-sharing.
M&A Update: OneDigital Acquires Westminster Consulting
The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.
Investing
$35 Trillion in Retirement Savings Tells a Tale of Two Economies
Retirement plan balances have never been higher, fresh data from the Investment Company Institute shows, yet many millions of Americans are unable to participate in the growth.
Client Service
Compliance
Client Service
Products
Client Service
Compliance
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
Portman’s Retirement Will Cap a Career of Retirement Advocacy
With two more years left in what will be his final term in the U.S. Senate, the question now becomes whether Rob Portman can help secure another round of retirement reforms.
Some Say Union Revival Could Address Retirement Insecurity
Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development.
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award.
BPAS Introduces PensionEase
The offering includes participant recordkeeping and compliance monitoring.
Above and Beyond: The 2020 PLANSPONSOR Plan Sponsors of the Year
The Plan Sponsor of the Year annual awards program, run by our sister publication PLANSPONSOR, recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success.
15th Anniversary of RPAY: Stace Hilbrant
The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation.
UPS Defeats ‘Actuarial Equivalence’ ERISA Challenge
The defense has prevailed on technical grounds in a lawsuit that argues plan sponsors should be required to use fresh mortality and interest rate assumptions when converting between the standard and alternative forms of annuities to be paid out by a pension plan.
Investing
Compliance
Investing
Data & Research
Practice Management
Compliance
PANC 2019: Unlocking the Retirement Income Dilemma
Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.
Senators Ask the Administration Why It Has Flipped on Retiree Payout
Murray’s and Wyden’s letter questions why employers will be allowed to offload pension liabilities and transfer risk to retirees.
Will Retail ETF Popularity Ever Translate to Retirement Plans?
Among the hurdles to offering exchange-traded funds in a retirement plan is the fact that excessive ETF trading can be difficult to manage.
PGIM Fixed Income Experts Promote LDI Strategies for Pension Protection
Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their benefit obligations.
DB vs DC Outcomes Determined by Generosity, Design
The increasing prevalence of automatic enrollment and solutions making 401(k) plan assets more easily portable are two reasons why DC plan outcomes can compete with DB plan results.
Pension Plan Glide Paths Need to Evolve
As funding status improves, it is important for most employers to take pension investment risk off the table and move to liability-driven strategies.
PANC 2018: Transformation in the Small Business Market
Significant transformation is happening in the small business retirement plan market; what does this mean for the fiduciary adviser community?
‘Women’s Pension Protect Act’ Seeks DB-Like Protections for DC Plans
Democratic Senator Patty Murray says her bill would be a strong first step toward addressing some of the key hurdles facing women as they save for retirement in defined contribution plans; there are also proposed protections for part time workers and lower income individuals.