◀ The Principal Blog

Posts tagged ‘Defined Benefit’

HD LDI: High Definition Liability Driven Investing



Recently, my weekly supply run to the local warehouse store was unexpectedly interrupted by a life changing event. As I turned the corner with my oversized cart, finishing off the remnants of the free buffalo chicken from the last aisle, there it was. Football…in wide screen, glorious 4K HDTV!…

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IRS Mandates Use of New Mortality for 2018…Unless You Don’t Want To!



On October 3, 2017, the IRS released Notice 2017-60, finally acknowledging that new mortality assumptions would be required for 2018 in the determination of minimum contributions and, by association, Pension Benefit Guaranty Corporation (PBGC) premiums. But in an altruistic maneuver by the IRS (two…

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