Tag: Defined benefit

Two senior U.S. senators are petitioning the government agencies that oversee qualified retirement plans to more actively protect pension plan participants’ rights during pension risk transfers.

MassMutual’s retirement services group has added several members to its Taft-Hartley retirement plan client service team.

Performance data from more than 300 U.S. pension funds show listed equity real estate investment trusts (REITs) have been a top-performing asset class across recent market cycles.

Data from 2012 Form 5500 filings of retirement plans provides evidence of the increasing coverage of employees by defined contribution (DC) rather than defined benefit (DB) plans.

Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4 trillion measured on March 31.

Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest to these plans.

A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The retirement planning industry has long been characterized by a shift from defined benefit (DB) to defined contribution (DC) plans, but advisers still face great opportunity in serving...

BBB-rated corporate bonds merit important consideration in the asset allocation of pension funds implementing liability-driven investing (LDI) strategies, Standish Mellon Asset Management contends.

Financial analytics firm Cerulli Associates finds that nearly four in 10 (37.5%) exchange-traded fund (ETF) providers anticipate strong growth for taxable bond asset class ETFs.

The Internal Revenue Service (IRS) will host a webinar about defined benefit plan issues on September 18.

Participants of retirement plans sponsored by Acme Building Brands Inc., a subsidiary of Berkshire Hathaway Inc., have sued their employer over changes to benefits.

A new analysis of retirement plan offerings at Fortune 500 companies suggests the shift from defined benefit (DB) plans to defined contribution (DC) plans may be slowly stabilizing.

Financial services, energy and consumer staples have the best-funded defined benefit plans, according to an analysis by the BNY Mellon Investment Strategy and Solutions Group (ISSG).

The funded status of the largest corporate defined benefit (DB) pension plans decreased by $5 billion during July, according to data from Milliman, Inc.

Cambridge Associates signed an agreement to use RiskFirst’s PFaroe risk analytics platform, which allows clients to evaluate specific asset and liability risks within complex investment portfolios.

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14 at 2 p.m. Eastern Standard Time.

While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.