February 2014 Archive

Recent pension legislative proposals

February 25, 2014

Last month, we saw the introduction of two pieces of pension legislation, Senator Harkin's (D-IA) long-awaited USA Retirement Funds Act (USARF) and Senator Collins's (R-ME) Retirement Security Act of 2014 (RSA 2014). The Administration also unveiled a new auto-IRA initiative, the ‘myRA’ (which got a mention in the President's State of the Union Address). In this article we briefly discuss the RSA 2014 and myRA initiatives. We will review Senator Harkin's legislation in detail in a separate article. Read More

January 2014 Pension Finance Update

February 04, 2014

After a phenomenal 2013, pension sponsors suffered a reversal in January, driven by lower stock prices and lower interest rates. The two “model” plans we track1 both saw declines in funded status last month – with traditional “Plan A” down 5%, while “Plan B” lost 2%. Download

Share this with your Colleagues:

Latest News:

  • Fifth Circuit vacates DOL Fiduciary Rule - Read More
  • February 2018 Pension Finance Update - Read More
  • Current legislation: Neal Automatic Retirement Plan proposal - Read More
  • Current legislation: Neal Simplification Proposal - Read More
  • Budget deal retirement savings provisions - Read More
  • Cash Balance Plan Design - Read More
  • ReDefined Benefit Plan™ - Read More