Tag: Defined benefit

Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.

Sage Advisory Services, an Austin, Texas-based asset manager, released a liability-driven investing (LDI) solution tailored for small pension plans.

A final judgment was entered against Saul Meyer in the enforcement action that arose from New York’s retirement fund corruption scandal.

Eight in 10 defined benefit (DB) plan sponsors expressed interest in pension risk transfer products.

The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that presents no shortage of challenges or opportunities to retirement plan sponsors and consultants.

The defendants in one of the church plan court cases have had their status confirmed by a federal court.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.

Global asset management firm Schroders hired Marc Mayer to lead its institutional business initiatives in North America.

More workers are satisfied with their retirement benefits now compared with five years ago, but satisfaction with other benefits has declined, according to professional services firm Towers Watson.

A new defined benefit (DB) service provider guide, developed by The Principal Financial Group, explores best practices for advisory firms to engage and win new DB plan clients.

Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Small plans underperformed large plans for the first quarter of 2014, pulling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service (TUCS)...

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

The attractiveness of pension annuitization, as tracked by Dietrich & Associates’ Pension Risk Transfer Index, is relatively unchanged from March.

Employers are finding more reasons to de-risk their defined benefit (DB) retirement plans, says a new analysis from Buck Consultants.

Some defined benefit (DB) plan sponsors are reluctant to transfer liabilities to an insurer, saying it is too expensive, particularly compared with the accounting liability, Mercer says.

New research indicates defined benefit (DB) plans will turn increasingly to alternative investments during 2014.

The aggregate funded status of the 100 largest U.S. corporate defined benefit pension plans fell by $5 billion during March, as measured by the Milliman 100 Pension Funding...