Pensions Archives - Page 2 of 7

The DOL Retirement Security Final Rule: Highlights for Plan Sponsors

Jenny Gartman, CEBS

20 Jun 202420 Jun 2024

On April 25, 2024, the Department of Labor (DOL) published the retirement security final rule defining fiduciary status for investment advice to retirement investors under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC). It is set to […]

Canada Employee Benefits Pensions

Target Benefit Plans: An Update on Where They Stand

Amanda Wilke, CEBS

14 Dec 2023

Although target benefit pension plans have been in a state of unknown for a while, they are now closer to having a permanent funding model with several new proposals currently under consideration. In 2015, the Office of the Superintendent of Financial Institutions […]

American Rescue Plan Act (ARPA) Compliance DOL Employee Benefits ERISA PBGC Pensions U.S.

Where We Are Now: Special Financial Assistance Under the American Rescue Plan Act

Kathy Bergstrom, CEBS

28 Mar 202328 Mar 2023

From capital market return expectations to the rules that cover the program, a lot has changed in the two years since the American Rescue Plan Act was signed into law and created the Special Financial Assistance (SFA) program for struggling multiemployer pension […]

American Rescue Plan Act (ARPA) Employee Benefits MPRA Multiemployer PBGC Pensions Regulatory Retirement U.S.

PBGC Special Financial Assistance “Lock-In” Application for Nonpriority Plans

Jenny Gartman, CEBS

08 Nov 202208 Nov 2022

Multiemployer pension plans that intend to apply for SFA from the PBGC should note the schedule for reviewing applications and may want to consider submitting a lock-in application.

American Rescue Plan Act (ARPA) Compliance Employee Benefits Investments Multiemployer PBGC Pensions Retirement U.S.

PBGC Special Financial Assistance Final Rule: Permissible Investments

Jenny Gartman, CEBS

25 Oct 202225 Oct 2022

The PBGC final rule details permissible investments for SFA assets. Get key takeaways in our latest blog.

Employee Benefits Financial Education Financial Wellness Investments Pensions Talking Benefits Podcast

Talking Benefits Podcast: Riding the Investments Roller Coaster

Anne Patterson

08 Sep 202208 Sep 2022

The recent ups and downs of the stock market and the economy can be dizzying. In the latest podcast episode, my colleague Justin Held got the opportunity to talk to an investments guru (Sandy Lincoln, CEO at Lincoln Investment Perspectives, LLC) on […]

Canada Employee Benefits Financial Education Financial Wellness Pensions

Protecting Pensions and ESG Risks

Tim Hennessy

04 Aug 202204 Aug 2022

As the global impact of climate change grows, environmental, social and governance (ESG) factors have become a core consideration for pension funds. ESG issues and concerns can no longer be relegated to debates among pension fiduciaries about values investing or investment returns […]

Canada Diversity and Inclusion Employee Benefits Insurance Pensions Retirement

Is Your Plan Evolving with Gender Norms?

Alyssa Hodder, GBA

22 Mar 202222 Mar 2022

Diversity, equity and inclusion has become a critically important consideration, but a lot needs to change in the pension and benefits industry to adequately address it. This Q&A with Karen DeBortoli, Director, Knowledge Resource Centre and Canadian Privacy Officer with Buck, explores […]

401(k) Plans Employee Benefits Pensions Public Plans Retirement U.S.

The Next Level—Supporting Women’s Retirement Security

Cara McMullin

01 Mar 202226 Apr 2022

March is Women’s History Month in the U.S.! This month is dedicated to reflecting on the often-overlooked contributions of women to history in countless fields. The 2022 Women’s History Month theme is “Women Providing Healing, Promoting Hope.” This theme is “both a tribute […]

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International Foundation Survey Research Studies: Benchmarking Stats You Can Use

Justin Held, CEBS

22 Feb 202222 Feb 2022

Those working in the employee benefits industry are facing a landscape that changes daily. The International Foundation’s research team takes trending topics, from paid leave to financial education and mental health, and provides in-depth coverage of employer responses through survey reports. The […]