Tag: Defined benefit

2015 was the first calendar year since 2008 that institutional investors overall had a negative return.

ERISA expert discusses the significant implications of the Supreme Court’s decision in Montanile v. Board of Trustees, especially as it pertains to enforcing liens on retirement or health...

Comments are due to the FASB by April 26.

The proposed rule will help closed DB plans continue to satisfy minimum coverage and other testing requirements.

Market volatility, longevity and PBGC premiums are prompting sponsors to take a harder look at funding levels.

In the years following the filing of a lawsuit against U.S. Bank, it has made changes to its DB plan investing practices that have resulted in the plan...

DB plan sponsors are freezing their plans and changing accounting methods; what can be done about ballooning costs for these plans?

A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially the trade-offs individuals face between lump sums and...

Mercer outlines the top investment considerations to discuss with not-for-profit healthcare organizations in 2016.

On September 11, 2015, PBGC published a final rule that made significant changes to the prior regulation about reportable events.

Part of the budget deal passed by President Obama includes legislation for church plans for which lawmakers have repeatedly pushed.

The court is the first of the appellate courts to rule on recent church plan litigation.

Catholic Health Initiatives has won a lawsuit challenging its pension plan's church-plan status.

New information used by the Investment Company Institute results in a downward revision.

As 2015 is an indication, pension risk transfer activity shows no signs of slowing, so plan sponsors will need...

Retirement planning research is at least in one respect similar to particle physics: It’s often hard to separate observer from observed.

The association wants to help sponsors better prepare participants for retirement.

Nearly all plan sponsors—99%—decreased their discount rates last year, to a level that is unlikely to be reversed in 2015, because of the small change in yield curves...

Mercer has outlined key investment issues it says DB plan sponsors should focus on in the new year.

The agency will post a notice about what's new for practitioners in January.