Tag: Defined benefit

A 412(e)(3) fully insured defined benefit (DB) plan might be the right solution for small-business clients with stable profits. 

The Internal Revenue Service (IRS) has been updating a number of documents and forms for defined benefit (DB) plans.

In March 2013, the nation's largest corporate defined benefit pension plans showed a $29 billion increase in funded status.

Cash balance plans are growing in popularity and could overtake 401(k) retirement plans within the next few years, according to research from Sage Advisory Services.

Mercer has released a list of six tips for plan sponsors that are considering a participant cash-out program for their defined benefit (DB) plans.

Baby Boomers’ confidence in doing a good job preparing financially for retirement has declined.

Penbridge Advisors retained the services of an independent consultant to support delivery of the company’s pension risk transfer (PRT) education workshops.

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Despite belief they will need to set aside a large portion of income to have a secure retirement, Americans seem unable to do so.

Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.

Defined benefit (DB) plan sponsors have new guidance concerning new disclosure requirements mandated by the Moving Ahead for Progress in the 21st Century Act (MAP-21).

Defined contribution (DC) plans could gain the investment efficiencies enjoyed by many defined benefit (DB) plans, a paper contends.

The Dietrich Pension Risk Transfer Index increased from its prior month level of 84.92 to 86.71 as of February 1, 2013.   

The Employee Benefit Research Institute (EBRI) has answered questions posed in a recent Senate committee hearing about retirement savings.

More employers plan to decrease their pension risk exposure by offering participants a one-time, lump-sum pension payout in 2013.

Russell Investments introduced Adaptive Retirement Accounts.

Thornburg Investment Management Inc. added R share classes for its International Growth Fund (R6) and Developing World Fund (R5 and R6).

Witnesses testifying before a senate committee shared the initiatives that are working and need to continue or grow to help workers save for retirement.

Bank of America has won a lawsuit alleging it violated the Employee Retirement Income Security Act (ERISA) by investing retirement plan assets in bank-affiliated funds.