Tag: Defined benefit

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity.

A typical 60/40 equities/fixed income portfolio may no longer fit the bill, OppenheimerFunds says.

Michael Kreps has rejoined the Groom Law Group to help expand the premier policy practice.

Launches new publication for sponsors and advisers.

The proposals include universal retirement accounts and a change to the treatment of tax incentives.

Collective bargaining agreements can make retirement plan administration more challenging.

What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?

Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.

Though institutional investors expect a tail risk event, they lack the risk management strategies needed to prepare.

Liability-driven investing is still the game for many defined benefit plans, and equity investments can still play a role.

In response to the increased demand for pension buyouts Mercer has developed a Pension Risk Exchange to support defined benefit plan sponsors in timing and execution of buyout...

A new survey report from Penbridge Advisors finds the largest expenses paid by defined benefit (DB) plan sponsors are attributable to the broad category of investment management—especially in...

A new white paper from Prudential Retirement outlines steps plan sponsor clients can take to prepare for a future PRT transaction.

A California state appellate court found allegations sufficiently supported an investment manager’s claim that it had entered into an oral agreement with CalPERS to run a $100 million...

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

The complexity of pension “hibernation” and other liability mitigation strategies gives financial advisers a great opportunity to showcase their skills and win promising client engagements.

The Department of Labor (DOL) announced its Advisory Council on Employee Welfare and Pension Benefit Plans (also known as the ERISA Advisory Council) will hold a meeting May...

A survey of North American defined benefit (DB) pension plan professionals conducted by Clear Path Analysis found 23% are still considering transferring plan liabilities to a third-party insurer...

Transamerica Retirement Solutions has adopted RiskFirst’s real-time analytics and reporting platform, PFaroe, for use in coordination with plan sponsor clients and its advisory partners.