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Overlay Strategy Keeps DB Investments on Target
Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.
PRT Window of Opportunity Is Open
Defined benefit plan sponsors have a window of opportunity to take action on pension risk.
PBGC Finalizes Premium Changes
The Pension Benefit Guaranty Corporation (PBGC) has issued a final rule implementing changes to premium due dates and calculations.
Time Is Ripe for Pension Strategy Changes
In a stronger position, new choices are being made in the management of pensions in Russell Investments’ $20 billion club.
Mercer Compares Pension Buyouts Globally
Mercer introduced a multi-country third-party insurer buyout pricing study.
No Harm Required to Seek Plan Reformation
A federal appeals court has found a retirement plan participant need not show “harm” to pursue a remedy of plan reformation for failing to disclose information.
Taking Auto Plan Features a Step Further
Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.
Schwab Introduces All-ETF 401(k) Platform
Schwab Retirement Plan Services, Inc. has launched a full-service 401(k) program based on low-cost exchange-traded funds (ETFs).
PBGC Revives Partition Authority
For the third time in its history, the Pension Benefit Guaranty Corporation (PBGC) is using its authority to partition an insolvent employer’s participants from a multiemployer plan to...
Tune Up Your DC Plan in 2014
We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.
DOL Issues 2014 Retirement Plan Pipeline
The retirement industry is anticipating a fiduciary re-definition and rules about lifetime income illustrations for plan participants, but there is much more in the pipeline.
App Alerts You to Nearby Sickness
Want to know if you’re headed toward a place filled with coughing, sneezing carriers? Check your mobile device.
Court Rules on Supplementary Benefit Cuts
A federal appeals court ruled certain benefit enhancements adopted within a pension plan are protected accrued benefits under the Employee Retirement Income Security Act (ERISA).
Retirement Plan Deferral Limits Unchanged for 2014
The Internal Revenue Service (IRS) released the cost-of-living adjustments for 2014, which affect dollar limitations for pension plans and other retirement-related items.
Are Employers Offsetting Match for Increased Participation?
A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.
Relax the Rules to Help Small Plans
Relaxing rules and increasing coverage for part-time workers would improve retirement savings for employees of small employers, hearing witnesses told a House committee.
Alternatives in Plans Raise Red Flags
A report from the Office of Inspector General for the Department of Labor (DOL) shows concern about the use of alternative investments in retirement plans.
Incorporating TDF Tips into Your Processes
In March, the Department of Labor (DOL) prepared general guidance to assist plan fiduciaries in selecting and monitoring target-date funds (TDFs).
Sponsors Mistakenly Wary of Auto Features
Certain factors are keeping defined contribution (DC) retirement plan sponsors from adopting automatic features, a survey finds.