Tag: Defined benefit

Among other things, Greenwich Associates says liquidity needs of institutional investors will fuel demand for ETFs in fixed income, driving $68 billion in new annual flows.

Each firm will be given a core fixed income mandate because “research indicates that smaller asset managers are likely to add value relative to the benchmark with these...

Advisers to DB plans should consider how the market and funding relief have affected the attractiveness of de-risking.

The index enables comparison of illiquidity risk premiums across assets on a consistent basis.

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

The settlement agreement calls for Saint Francis Hospital to contribute $107 million to fund its pension plan.

The U.S. Supreme Court found an appellate decision regarding a Verizon pension plan risk transfer flawed, considering the trust law underpinnings of the Employee Retirement Income Security Act.

Many pension plan sponsors could use help overcoming misconceptions about transferring liabilities to an insurer.

While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.

Borrowing to fund pension deficits provides plan sponsors with a way to replace variable and potentially volatile debt obligation with a known, certain amount of debt at a...

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

The PBGC has issued an interim final rule adjusting notice failure penalties.

Rich McHugh discusses proposals in Congress and regulator initiatives that will affect the retirement plan industry.

There are certain actions DB and DC plan sponsors can take in response to market swings, but there's no need to panic.

"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.

The Pension Benefit Guaranty Corporation is proposing to cut penalties for late payment of premiums in an effort to reduce costs and make it easier for plan sponsors...

The 9th Circuit reversed a district court decision that a participant did not prove he was entitled to benefits, saying the burden of proof should be on the...

The suit alleges a law firm president and owner caused the company’s retirement plan to loan thousands of dollars to real estate deals he controlled.

Willis Towers Watson says delegation, i.e. turning over certain functions to a third party, isn’t a simple outsourcing solution.

Lawmakers say the bill "ensures that Congress is raising premiums only if and when it is appropriate.”