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Defined Benefit Plans

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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

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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.

When It's Time To Unwind, What Will DC Plans Do?

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When target-date funds reach their target, what happens next? A new MFS survey asks participants.

The Biggest Changes For 401(k) Retirement Savers

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A spending bill signed by President Biden includes expanded access to retirement plans and new rules for 529 accounts.

Retirement Planners See New Opportunities As SECURE Act 2.0 Nears Final Approval

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The legislation's retirement system changes have received praise from much of the financial community.

New York Raises Cap On Pensions' Private Equity, Hedge Fund Assets

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A provision in state law that sets the cap hadn't been adjusted since 2006.

Chicago's Shaky Pension Funds Face New Hit From Looming Downturn

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Chicago's pensions have enough assets to cover only about 25% of what they owe.

Bringing Alternatives To 401(k) Plans

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Alternative investments are coming to defined contribution plans, but numerous obstacles to widespread adoption remain.

Retirees Seek Income Amid The One-Two Punch Of Inflation And Hostile Markets

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A panel of experts weighed in on how retirees can glean income in volatile times.

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