Tag: Defined benefit

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.

Penbridge Advisors announced the release of an advanced pension risk transfer (PRT) index charting tool that improves plan sponsor and adviser understanding of annuity buy-out pricing and other...

The need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services, according to the latest research from global...

Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.

The Pension Benefit Guaranty Corporation (PBGC) is requesting that the Office of Management and Budget (OMB) extend approval of two collections of information under PBGC’s regulation for reportable...

The IRS says proposed permanent amendments to nondiscrimination regulations can be anticipated.