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.
Sure it's good to achieve a “comfortable” retirement, but one investment manager says many retirement plan participants are struggling to achieve even basic levels of retirement income adequacy.
A lawsuit brought by the Department of Labor (DOL) recently resulted in a court judgment that orders the fiduciaries of a Columbia, Maryland, 401(k) plan to pay restitution...
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...
Strong global equity market performance and higher liability discount rates worked wonders on the funded status of S&P 500 Index companies during 2013, says Wilshire Consulting.
Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.
Recent research by investment management firm Vanguard indicates trading by participants of defined contribution (DC) plans has decreased by half over the last decade.
Defined contribution (DC) plans are increasingly adopting practices similar to defined benefit (DB) plans to improve participant outcomes, including automatic enrollment and “do-it-for-me” investments.
The estimated cost, as a percentage of accounting liability, of a U.S. retiree annuity purchase decreased during February from 108.5% to 108.4%, according to Mercer.
Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...
It sounds like the ever-elusive free lunch—an investment strategy that reduces the potential for major losses while still pursuing the market’s strongest opportunities for growth.
The funded status of the typical U.S. corporate pension plan declined 0.5 percentage points in March to 92.1%, according to the BNY Mellon Investment Strategy & Solutions Group...
Building a portfolio to succeed in different return environments is an increasingly important goal of active asset managers—and explaining often-complex strategies is another.
A lawsuit filed by the Massachusetts Bay Transportation Authority (MBTA) pension fund claims New York investment manager Alphonse Fletcher Jr. defrauded investors of $50 million.
For February, the average cost of purchasing annuities from an insurer decreased slightly from 108.5% to 108.4% of the accounting liability, according to the Mercer U.S. Pension Buyout...
Total U.S. retirement assets reached $23 trillion at year-end 2013, growing 15.6% during the year, according to an analysis from the Investment Company Institute (ICI).