- Multiemployer Review: PBGC proposed rule: Methods for computing withdrawal liability
By Biljana Guchereau, Josh Goodwin | 06 March 2019
In February, the Pension Benefit Guaranty Corporation issued a proposed rule to amend and simplify the calculation of withdrawal liability for plans with rehabilitation plans or funding improvement plans that have made certain benefit or contribution changes. This paper provides a detailed review of these proposed rules.
- Impending merger or acquisition? The health of employee benefit programs can be a make-or-break issue
By William Strange | 05 March 2019
Employee benefits programs can deeply affect a potential merger or acquisition, sometimes to the surprise of the acquiring company.
- Giving nonqualified deferred compensation plans their due diligence in MAs: Part II - Top-hat and FICA fitness
By Henrik P. Patel, Dominick Pizzano | 14 February 2019
Will the nonqualified deferred compensation plans (NDCPs) still fit within the top-hat exemption post-merger and have the NDCPs Federal Insurance Contributions Act taxes been properly applied to the benefits?
- Milliman VALUES 2018 GLWB industry lapse study
By Eileen S. Burns, Matthias Kullowatz, Jenny Jin, Ben Johnson, Vincent Haupt, Vincent Embser | 13 February 2019
The 2018 Milliman VALUES Guaranteed Lifetime Withdrawal Benefit (GLWB) industry lapse and utilization studies included 3 million policyholders from eight large variable annuity writers, representing roughly $350 billion of account value and covering a range of GLWB product designs as well as demographic attributes.
- 2019 key administrative dates and deadlines for calendar-year defined contribution retirement plans
By Milliman Employee Benefits Research Group | 30 January 2019
Key administrative dates and deadlines for defined contribution retirement plans subject to ERISA and the Internal Revenue Code.
- Navigating retirement risks
By Kelly S. Coffing, Arthur Rains-McNally, Bret Linton, Stephanie Sent, Sarah Murray, Ryan Cook, Bruce R. Mitton, Micah Darnall | 18 December 2018
The retirement benefit is an important component of the benefits package, but most retirement plans are falling short.
- Benefits Perspectives: November 2018
By Joe Becker, Michelle N. Angeloni, Brandy N. Millen, Rebekah D. Bayram | 05 November 2018
This issue of Benefits Perspectives features an article comparing and contrasting three volatility-based investment strategies and discussing the implications of applying them in a retirement plan and an article about managing pharmacy costs through focused analytics.
- Singapore FinTech Festival to feature Artificial Intelligence retirement solution
By Wade Matterson, Richard W. Holloway, Paul Sinnott, Michael Daly, Stephen H. Conwill, Sanket Kawatkar, Pang-Hsiang Chye, Farzana Ismail, Brian Colgan, Chihong An, Wing F. Wong, Sharon Huang, Jiang Guanjun | 31 October 2018
Wade Matterson will present on using artificial intelligence to solve the retirement riddle at the Singapore FinTech Festival on 13 November.
- Helping employees to financial wellness: An innovative approach
By Charles J. Clark | 27 September 2018
An uncommon yet creative 401(k) plan provision could help reduce anxiety among workers who fret about personal financial obligations.
- Multiemployer Review: Implementing a participant loan provision in a Taft-Hartley Defined Contribution Plan: What to consider
By John Donohue, Jinnie Olson | 10 September 2018
Plan sponsors should ensure that participant loan provisions in a Taft-Hartley Defined Contribution retirement plan be thoroughly vetted and in compliance.