Defined Benefit Plans

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Preparing For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

A Bold New Choice For Retirement Security

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This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

Inflation Hurting Retirement Confidence, MFS Survey Says

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Only 34% of retirement plan participants were confident that they could retire when they wanted to.

Calpers, Other Public Pensions Pump Billions Into Private Credit

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Retirement plans are seeking higher returns, but there are risks.

Carlyle Weighs Foray Into Market That's Transforming Pensions

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Companies are paying insurers to take on their financial obligations to pensioners.

Politics Influencing Investment Decisions, Nationwide Finds

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Many Americans fear the 2024 presidential election could affect their retirement plans.

Creative Planning Buys Mesirow's Retirement Advisory Unit

by FA Staff

The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.

Retirement Plans Improve Digital Experience, J.D. Power Says

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Investing in digital technology can help firms remain connected with their clients, the firm says.

Auto Workers Aren't Striking Only For Higher Wages. They Want Their Pensions Back, Too

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Some American workers have become wise to the drawbacks of defined contribution plans versus traditional pensions.

Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It Quits

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Former Calpers CIO Nicole Musicco called for more sports investments and "stadium deals."

Calpers CIO Musicco To Step Down After Less Than Two Years

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Calpers, the largest U.S. pension, has faced pressure to hit its 6.8% return target.

Great Recession Damaged Late Boomer Retirement Nest Eggs, Researchers Say

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Late boomers' retirement assets Are 14.5% lower compared with earlier retirees, according to Boston College researchers.

Our Pensions Shouldn't Be Used To Juice The Economy

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Efforts to increase the share of private equity investment in retirement funds are misguided and dangerous.

State Pension Funding Rebounds On Stock Gains, Wilshire Says

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The gains left state pensions with assets sufficient to cover 78.2% of promised benefits as of June 30.

SageView To Acquire $5.2B San Diego Retirement Plan Consulting Firm

by FA Staff

RBG also includes a wealth management business and was founded in 2010.

Congress Prepares Bill To Fix SECURE 2.0 Catch-Up Contribution Snafu

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The legislation also aims to correct mistakes regarding RMD ages, lawmakers said.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

2022 Was Good For Annuities; 2023 Stands To Be Better

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CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Pension Funds In Historic Surplus Eye $1 Trillion Of Bond-Buying

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Routs in stocks and bonds can be a blessing of sorts to some benefit plans.

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