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MAP Retirement
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Managing Director - Operations, Benefits Daybright Financial
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July Business Services
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BPAS
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BPAS
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Anchor 3(16) Fiduciary Solutions
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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Pentegra
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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9 Matching News Items |
| 1. |
First Actuarial Consulting Team [FACT]
Oct. 30, 2025
"Stress testing and scenario analysis are essential tools for trustees and investment committees seeking to understand how pension plans will perform under adverse market conditions. These methodologies help quantify vulnerabilities, guide strategic decisions, and ensure that plans remain solvent and resilient, even during economic shocks.... As pension plans mature, the divergence between active participants and retirees becomes more pronounced -- not just demographically, but financially.... This structural imbalance demands a differentiated investment approach."
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| 2. |
First Actuarial Consulting Team [FACT]
Oct. 6, 2025
"When benefit payments regularly surpass incoming contributions, trustees encounter a structural issue that may affect a plan's funded status. This paper explores the mechanics of sequence of returns risk -- a phenomenon where poor investment performance early in the decumulation phase can trigger forced asset sales at depressed prices, compounding losses and accelerating funding deterioration."
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| 3. |
First Actuarial Consulting Team [FACT]
May 9, 2023
"In this type of plan, the accrued benefit will increase or decrease based on the investment performance of the plan. This paper will discuss the mechanics of how this plan works as well as the pros and cons of the plan design. [The authors] also discuss a variety of plan options that can be used to tweak the performance of the plan as well as control the level of risk and who is primarily responsible for the underlying risks."
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| 4. |
First Actuarial Consulting Team [FACT]
Mar. 5, 2023
"[This paper] will discuss the various underlying risks and ways that plan sponsors can manage them so they don't become a significant burden while continuing to provide meaningful retirement income to plan participants."
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| 5. |
First Actuarial Consulting Team [FACT]
Feb. 8, 2023
"Defined benefit pension plans have many risks and, unfortunately, these risks are not always addressed and managed appropriately. In some cases, plan sponsors move to defined contribution plans as they feel these are risk-free but there is no such thing as a risk-free plan. It comes down to who is responsible for managing the risk and what other risks are created by the different plan types."
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| 6. |
First Actuarial Consulting Team [FACT]
July 14, 2021
"Given the requirement that SFA must be invested in high-quality bonds, trustees may want to revise their overall investment allocations to account for this addition of fixed-income assets, although the regulations do not seem to require trustees to do so.... Any deaths of participants with survivor benefits that occurred between the time of a benefit suspension and an SFA award will require careful attention as to restoration of benefit payments over the months in between."
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| 7. |
First Actuarial Consulting Team [FACT]
Apr. 13, 2021
"The interest rate stabilization changes are effective for plan years beginning in 2020. However, a plan sponsor may elect to delay the application of the changes to any plan year beginning before January 1, 2022."
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| 8. |
First Actuarial Consulting Team [FACT]
Apr. 12, 2021
"if a plan is filing for financial assistance, it is important to consider the impact of [the] increased PBGC premiums ... [If] the trustees are making an election to hold their zone status the same as the prior year, certain disclosures will need to be re-filed and notices resent to the various parties within 30 days of the election being made."
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| 9. |
First Actuarial Consulting Team [FACT]
Nov. 20, 2019
"PBGC has found a majority of multiemployer funds do not provide this information accurately -- if at all. Aside from the current counting method in place, PBGC is proposing an option of using two other methods. PBGC anticipates that providing funds with three optional counting methods will allow them to choose one that will be most accurate and least burdensome to correctly count and report their inactive participants."
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