Tag: Defined benefit

If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT and hedge fund allocations over the 1998 through 2014 period, at the end...

Retirement plan advisers will need to help DC plan sponsors communicate to participants and help DB plan sponsors review their investment strategies.

Proposed rules in January provided nondiscrimination testing relief.

PBGC is adjusting the way DB plans use interest rate assumptions to value and pay benefits.

Among other things, Greenwich Associates says liquidity needs of institutional investors will fuel demand for ETFs in fixed income, driving $68 billion in new annual flows.

Each firm will be given a core fixed income mandate because “research indicates that smaller asset managers are likely to add value relative to the benchmark with these...

Advisers to DB plans should consider how the market and funding relief have affected the attractiveness of de-risking.

The index enables comparison of illiquidity risk premiums across assets on a consistent basis.

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

The settlement agreement calls for Saint Francis Hospital to contribute $107 million to fund its pension plan.

The U.S. Supreme Court found an appellate decision regarding a Verizon pension plan risk transfer flawed, considering the trust law underpinnings of the Employee Retirement Income Security Act.

Many pension plan sponsors could use help overcoming misconceptions about transferring liabilities to an insurer.

While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.

Borrowing to fund pension deficits provides plan sponsors with a way to replace variable and potentially volatile debt obligation with a known, certain amount of debt at a...

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

The PBGC has issued an interim final rule adjusting notice failure penalties.

Rich McHugh discusses proposals in Congress and regulator initiatives that will affect the retirement plan industry.

There are certain actions DB and DC plan sponsors can take in response to market swings, but there's no need to panic.

"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.

The Pension Benefit Guaranty Corporation is proposing to cut penalties for late payment of premiums in an effort to reduce costs and make it easier for plan sponsors...