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Are State Pensions Failing to Deliver?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Rupert Hargreaves of ValueWalk reports, State Pension Funds Take On More Risk, Higher Fees For Worse Returns: State and locally run retirement systems are increasingly turning to alternative and complex investments ...
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It’s All In The Fine Print: Will Your Fiduciary Insurance Cover You When You Need It?

Carol Buckmann is an attorney who has practiced in the employee benefits field for over 30 years. This post was originally published at Pensions & Benefits Law. Will that insurer your company has been paying premiums to for all of these years stand behind you if you are sued for ERISA violations?  Have you just been relying on a broker to give ...

CalPERS Goes to Supreme Court to Argue Securities Suit Deadlines

It was the Supreme Court’s first full day with new Justice Neil Gorsuch, and the case they heard: California Public Employees’ Retirement System v. ANZ Securities. CalPERS on Monday argued in favor of loosening the deadlines for investors to file securities lawsuits. More from the National Law Review: The case before the court, California ...

Trump Signs Order Barring Cities From Requiring Small Businesses to Offer 401ks

President Trump last week signed a resolution that nixes a rule, implemented by Obama, that allowed cities to require small businesses without any retirement plan options to offer employees a 401k. No city had yet created such a rule, but several major cities — including New York City and Seattle — were considering it. From the Society for ...

CalPERS Weighs Private Equity Changes, Direct Investment

CalPERS is conducting an internal review on its private equity portfolio and considering changes to the program, according to the Wall Street Journal. The pension fund is looking to cut costs — although it’s not necessarily looking to cut its private equity allocation — and it’s weighing a variety of options. From Reuters: It ...

A Chilean Love Affair?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Benefits Canada reports, OMERS enters into infrastructure investment in Chile: Borealis Infrastructure, the infrastructure investment manager of the Ontario Municipal Employees Retirement System, has signed ...

OPTrust Launches People for Pensions?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Jann Lee of Benefits Canada reports, OPTrust shines spotlight on DB model with new campaign: The OPSEU Pension Trust has launched People for Pensions, an online campaign encouraging its plan members to become ...

CalPERS State Rate Doubles in Decade to $6 Billion

Reporter Ed Mendel covered the California Capitol in Sacramento for nearly three decades, most recently for the San Diego Union-Tribune. More stories are at Calpensions.com. The annual cost of state worker pensions would increase to $6 billion in July in a recommendation from CalPERS actuaries, up $521 million from the current fiscal year and double ...

America’s Growing Retirement Angst?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Last week, John Mauldin published an important comment, Angst in America, Part 3: Retiring Broke: Today we continue looking at angst in America, the financial worries that so afflict us here in the world’s ...

Corporate Pensions Close In on Bond Buying Spree

Corporate DB plans could soon be going on a bond buying spree, according to a report released on Friday by Morgan Stanley. Years of steady stock gains have pushed many corporate DB plans close to 80 percent funding; when plans get to that funding level, it’s typical to ramp up bond holdings, according to the report. High-grade, long-term corporate ...
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