Tag: Defined benefit

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

The Dietrich Pension Risk Transfer Index has started 2014 on a high note, climbing 1.2 points since December 2013.

A federal district court has ruled that in a case involving allegations of harm to retirement benefits, plaintiffs lack standing to sue if they cannot substantiate the allegations.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

The Bipartisan Budget Act of 2013, signed into law in December, increases both the flat- and variable-rate single-employer Pension Benefit Guaranty Corporation (PBGC) premiums.

The funded status of U.S. corporate pension plans reached 95.2% in December 2013.

The funding ratio for corporate pension plans increased to 95% during the last quarter.

The pension funded status of the U.S.’s largest corporations jumped by 16 percentage points in 2013, year-end analysis shows.

The Pension Benefit Guaranty Corporation (PBGC) is moving the flat-rate premium due date for large plans to later in the premium payment year.

Defined benefit (DB) plans have enjoyed a funded status boost of late, but what does this mean for their future?

It is possible to estimate the amounts necessary to make the value of defined benefit (DB) plans equal to income paid by defined contribution (DC) arrangements.

Total U.S. retirement assets reached $21.7 trillion at the end of September, up 3.9% from the $20.9 trillion measured at the end of the June.

The California Public Employees’ Retirement System (CalPERS) earned a “AAA” grade from the Asset Owners Disclosure Project (AODP).

Defined contribution (DC) plans have already taken some lessons from defined benefit (DB) plans.

The cost of purchasing pension annuities from insurers increased to 108.4% of liabilities during November.

Many mid-market pension plans are considering de-risking, but still need to create a formal strategy.

A recent analysis from Russell Investments indicates that some companies still have confidence in their pension plans.

Even with strong capital market performance, many liability-driven investors decreased equity allocations this year in favor of fixed-income vehicles.