Study Finds Strong Amount of Pension Risk Transfer Activity
Nearly 15% of large DB plans experienced some type of risk transfer activity during a five-year period.
Tag: Defined benefit
What Goes Into Choosing the Best Insurer for a Pension Risk Transfer?
Today’s informed plan sponsors are now looking for more than payout annuity providers.
DB Investing Strategies to Consider in 2016
Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.
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PBGC Updates Table for Terminating Plans’ Valuations
Clients with pension plans undergoing distress or involuntary termination should know the agency issued a new table for determining expected retirement ages for participants.
Mercer BenefitsCentral Gets DB Upgrade
Mercer expands defined benefit capabilities within BenefitsCentral participant website.
Pension Buy-Out Market Still Red Hot
The third quarter of 2015 was the first time $3 billion in pension buy-out sales were recorded in consecutive quarters.
More SEC Rules on Alternatives Transparency Are Coming
The SEC this week voted to propose rules to enhance operational transparency and regulatory oversight of alternative trading systems—and the activities of brokers using them.
Is PBGC Driving Sponsors to DB Plan Exit?
One career actuary tells PLANADVISER unrelenting increases in PGGC premiums belie a lack of forward-thinking policy and are more likely to harm than help overall U.S. retirement readiness.
Final Market Rate of Return Rules Adopted for Hybrid Plans
The Internal Revenue Service is implementing new market rate of return rules for hybrid pension plans.
Institutional Investors See Worst Quarter in Four Years
Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire Associates.
Q3 Market Drop Socks It to Institutional Investors
However, Corporate ERISA plans were the relative best performer among plan types last quarter.
Where Pension Plans Parked Assets in 2014
Fortune 1000 companies with frozen pension plans went conservative in 2014, while open plans took a bit more risk.
Changes DB Plan Sponsor Clients Would See with Budget Bill
The Bipartisan Budget Act of 2015 includes some good news about funding calculations and mortality tables, but there is some bad news in it too.
Mortality Bonus and PBGC Premiums Strain DBs
It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan.
PBGC Updates Premium Rates for 2016
The increase in the single-employer rate was provided in The Bipartisan Budget Act of 2013.
Nearly Half of DB Sponsors Preparing for Risk Transfer
The top catalyst for a pension risk transfer to an insurance company is PBGC premium increases.
401(k)s May Result in More Successful Retirement than DBs
The result depends on an employee’s salary level and the level of pre-retirement income to be replaced.
Most Retirement Plan Deferral Limits Unchanged for 2016
The IRS announced it will not adjust most current contribution limitations for qualified retirement plans heading into tax year 2016, though some retirement-related tax breaks and other items...
New PBGC Director Discusses Initiatives
The agency is looking for ways to simplify DB plan calculations.