Tag: DB plans

According to the compliant, the defined benefit (DB) plan was required to adhere to Employee Retirement Income Security Act (ERISA) funding rules.

Borrowing to fund and making in-kind contributions were just a couple of the strategies Robin M. Solomon, a partner at Ivins, Phillips & Barker, shared with attendees of...

The reduction in corporate taxes from 35% last year to 21% starting this year incentivized companies to accelerate tax deductions.

A federal appeals court found a district court did not apply the correct standard of review in a case challenging the calculation of lump-sum payments from a defined...

Approximately 41,000 FedEx retirees and beneficiaries in defined benefit pension plans will receive annuity benefits.

This is the first dip since the third quarter of 2017, according to BNY Mellon

Market volatility weighed down returns, with Corporate Plans seeing a median first quarter loss of 0.78%.

A tax court found that the Commissioner of Internal Revenue’s report, which was prepared by an actuary, was in line with actuarial practice in calculating the annual benefit...

The report is being generated by MassMutual’s Defined Benefit actuarial and investment consultants with the goal of helping sponsors maintain an integrated actuarial and investment policy to manage...

The agency says this consultation will assist it and the plan sponsor in exploring whether a waiver of one or more filing obligations is appropriate, identifying potential issues...

A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.

Witnesses for the Joint Select Committee on Solvency of Multiemployer Pension Plans said demographics, failing industries and market returns led to the insolvency of multiemployer pension plans.

A study finds most corporate pensions are winding down, while public defined benefit plans are trying to get stronger—paths that will require some common and some different strategies.

The ERISA Advisory Council has provided the DOL with recommendations for design and delivery improvements with respect to the Summary Plan Description, the Annual Funding Notice and the...

The IRS extended the period to adopt an approved plan document to April 30, 2020, from January 31, 2019.  

The amendments to regulations on guaranteed benefits and asset allocation would incorporate statutory changes to the rules for participants with certain ownership interests in a plan sponsor.

“We expect others in the industry will take similar actions,” says Justin Owens, director, Client Strategy & Research, Russell Investments.

According to the researchers, sector diversification and yield curve positioning can help investors during rising-rate periods.