TITLE

Equities a sinking allocation for corporate DB plans

AUTHOR(S)
BURR, BARRY B.
PUB. DATE
July 2015
SOURCE
Pensions & Investments;7/27/2015, Vol. 43 Issue 15, p2
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the decline of equity allocation for corporate defined benefit pension plan based on the reports of professional services network PricewaterhouseCoopers (PwC) LLP and financial services company Standard & Poor's (S & P). Topics mentioned include the equity allocation in 2014 is considered the lowest since the track in 1999, the recorded increase for fixed-income allocation, and the tandem management of assets and liability by corporate plan executives.
ACCESSION #
108586971

 

Related Articles

  • Teach your clients how to navigate the new retirement. Hepburn, Douglas P. // Accounting Today;6/19/2006, Vol. 20 Issue 11, p18 

    The article encourages employees planning to retire in the U.S. to consider multifaceted strategies for retirement planning, given the changes in the old defined-benefit plans. First, it discusses the changes in retirement planning, such as the fact that asset allocation shifted from equities to...

  • Foreign content finds footing in pension funds. Smolkin, Sheryl // Employee Benefit News;Jun2007, Vol. 21 Issue 8, p40 

    The article deals with opportunities available to U.S. investment managers in line with changes to equity, fixed income allocations in defined benefit (DB) retirement plans in Canada. An overview of the investment allocation of a typical Canadian DB plan is presented. According to Peter...

  • International returns deliver nice bonus to funds. Fulman, Ricki // Pensions & Investments;1/26/2004, Vol. 32 Issue 2, p24 

    Emerging markets equities sizzled in 2003, returning 46 percent, giving the pension funds that invested in them an enormous boost to their overall portfolios. Collectively, the defined benefit plans among the largest U.S. employee benefit plans reported $316 billion in active international...

  • Corporate DB Plans May Go Long With Fixed-Income. Lewis, Jakema // Investment Management Weekly;4/25/2005, Vol. 18 Issue 16, p4 

    Focuses on the expectations of Merrill Lynch Investment Management on the role of the proposed pension reforms by the administration of U.S. President George W. Bush in the shift in asset allocations of corporate defined-benefit (DB) plans into long-term fixed-income investments. Details of...

  • Limiting the Downside: Diakon Lutheran Social Ministries.  // Treasury & Risk;Nov2009, p47 

    The article presents information on the advantage of Diakon Lutheran Social Ministries' revised investment strategy for its defined-benefit pension plan to the organization. According to the report, it cushioned the plan from the worst of the market's losses. With the help of SEI, an investment...

  • rethinking asset allocation the case for portfolio diversification. Jarvis, William F. // hfm (Healthcare Financial Management);May2013, Vol. 67 Issue 5, p140 

    The article discusses the benefits of an asset allocation strategy that is inclined towards a diversified and equity-oriented approach. It states that medical care organizations should consider adopting the strategy too achieve meaningful cost reduction as investable assets or defined benefit...

  • Sterling Heights’ Changes Fixed-Income, Equity Managers. Giardina, Michael // Investment Management Mandate Pipeline;12/22/2014, p1 

    Board trustees for the City of Sterling Heights Mich., General Employees Retirement System decided recently to transition new allocations within its fixed-income and equity portfolios, plan documents indicate.

  • U.K. companies abandoning defined benefit plans, along with cult of equity. Payne, Beatrix // Pensions & Investments;3/4/2002, Vol. 30 Issue 5, p14 

    Reports the decision of businesses to close defined benefit plans in the U.S. Companies increasing allocations to fixed income; Emergence of an accounting standards providing risks to the pension; Approval for the smoothing of pension assets and liabilities under the standards.

  • The Next Big Money Pit. Kelly, Susan // Treasury & Risk Management;Nov2002, Vol. 12 Issue 10, p9 

    Reports on the under-funding of U.S.-based corporations' defined-benefit pension plans caused by declines in the stock market as of November 2002. Companies' need to allocate funds to remedy pension under-funding; Finance analysts' assessment of the impact of pension under-funding on financial...

Share

Read the Article

Courtesy of NEW JERSEY STATE LIBRARY

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics