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Searching for: researcher is "sei"

Surveys listed in reverse order of publication date

Results 1-15 of 36. Go to page: 1  2  3  
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More than half of schemes targeting the wrong benchmark for success
More than half of schemes targeting the wrong benchmark for success
SEI
7 Mar 2016 United Kingdom Trustees, Investment - Performance, Administration
Research from SEI has revealed that 52% of trustees do not utilise a funding level benchmark and simply target an investment return, meaning that over half of defined benefit pension schemes are making use of a benchmark that is unlikely to serve the interests of the pension scheme or its members. The research also found that 21% of trustees are unaware whether their pension scheme is under- or over-performing.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D79659DE   Click here to contact the authors.
 
Plan sponsors feel DC plans are in need of a major re-design
Plan sponsors feel DC plans are in need of a major re-design
SEI
18 Feb 2016 United States Scheme Design (inc. DB & DC), Pensioners & Retirement, Longevity
According to research from SEI, the majority of US DC plan sponsors believe that their employees will not retire at retirement age. In addition, plan sponsors think that DC plans will be the primary retirement income source, despite not being designed to fill that role. Those surveyed ranked quality of investment options as the top priority for organisations.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

589633EB   Click here to contact the authors.
 
2015: An Update for Disclosures for 2014
Pension Accounting Research Series
SEI
17 Dec 2014 United States Countries - US, Accounting
SEI has released its thirteenth annual pension accounting research study, which finds that 99% of plan sponsors increased their discount rates in 2013. The research study predicts, however, that significant decreases in discount rates will be reported for 2014, due to a fall in the yield curve.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

118856D5   Click here to contact the authors.
 
SEI Year-End Survey: Advisors Believe In The Bull Market For 2015
SEI Year-End Survey: Advisors Believe In The Bull Market For 2015
SEI
3 Dec 2014 United States Countries - US, Advisers
An SEI Quick Poll of 463 financial advisers has revealed that more than 86% said that their clients were missing key information in discussing a comprehensive retirement plan.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CA8811D0    
 
Lump Sum Term-Vested Payouts - Is Now the Time?
Lump Sum Term-Vested Payouts - Is Now the Time?
SEI
30 Sep 2014 United States Surpluses and Deficits, Investment - General, Funding and Minimum Funding Requirement, Countries - US, Administration
Research by SEI has found that at the end of 2013, the median asset allocation for pensions from 820 US and Canadian publicly-traded companies was 52%, similar to what it had been at the end of 2012.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6D8681C2   Click here to contact the authors.
 
DC Schemes to Change Outdated Default Strategy Design
Defined Contribution Pensions Survey
SEI
26 Aug 2014 United Kingdom Trustees, Scheme Design (inc. DB & DC), Investment - General, Automatic Enrolment, Annuities and Income Drawdown
Research from SEI has found that almost 66% of trustees surveyed are considering changes to their default strategy within the next 18 months following the announcement of pension reforms in the Budget. The findings also revealed that 62% of respondents expect pension scheme members to use flexible drawdown, whilst only 25% said they think members will purchase an annuity.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

34861030   Click here to contact the authors.
 
DC Plan Sponsors Evaluate If Current Investment Options Achieve Participant Retirement Income Needs
DC Plan Sponsors Evaluate If Current Investment Options Achieve Participant Retirement Income Needs
SEI
1 Apr 2014 United States Investment - General, Countries - US
According to a survey released by SEI, DC plan sponsors are looking at their current target-date-funds (TDF) and considering whether custom TDFs are the preferable option. The survey results revealed that 37% of respondents said their organisation is likely or somewhat likely to implement or revise their custom target date solutions in the next 18 months.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B7833253   Click here to contact the authors.
 
7th Annual Global Liability Driven Investing Poll
Global Liability Driven Investing Poll
SEI
9 Dec 2013 WORLDWIDE Investment - General
SEI has published its 7th Annual Global Liability Driven Investing Poll which was completed by 130 corporate pension executives from the US, Canada and the UK who oversee pension assets ranging between $50m and over $1bn. According to the results, more than half (57%) of the poll participants said their organisation currently implements an LDI strategy in the pension portfolio, this figure is unchanged from last year's poll.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8B81332C    
 
SEI Poll: Majority of Pension Schemes Feel Current Governance Structures Aren't Working
SEI Poll: Majority of Pension Schemes Feel Current Governance Structures Aren't Working
SEI
23 Jul 2013 United Kingdom Trustees, Corporate Governance, Administration
UK pension schemes are not satisfied with current governance structures, according to a poll by SEI. 56% of those surveyed claimed that their current structure does not easily allow them to take advantage of market conditions to improve their funding levels.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2F7838E9   Click here to contact the authors.
 
SEI Quick Poll: Pension Sponsors Make Controlling Volatility and Implementing Liability Driven Investing Top Priorities for 2013
SEI Quick Poll
SEI
17 Jan 2013 United States Funding and Minimum Funding Requirement, Countries - US
SEI has published its annual Quick Poll, which reveals that corporate pension plan sponsors believe controlling funding status volatility is the top priority in pension management for the fourth consecutive year.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5E74228D   Click here to contact the authors.
 
6th Annual Global Liability Driven Investing Poll
Global Liability Driven Investing Poll
SEI
15 Nov 2012 WORLDWIDE Investment - General
SEI's 6th Annual Global Liability Driven Investing Poll was completed by 125 corporate pension executives from the US, the UK, Canada and the Netherlands who oversee pension assets ranging between $25m and over $1bn. According to the results, the use of liability driven investing has fallen to 57% this year, down from 63% in 2011.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

877296B0    
 
Survey of pension clients shows interest in lump sum options
Survey of pension clients shows interest in lump sum options
SEI
26 Sep 2012 United States Investment - General, Countries - US
According to a real-time survey published by SEI, 46% of clients said that their organisations' biggest worry relative to the pension plan was "volatility of funded status". The survey also revealed that 34% of respondents said their organisations are showing interest in lump-sum options for term vested participants within the next one to three years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A271657B    
 
Pension Schemes See Increasing Longevity as Biggest Risk to Funding Levels
Pension Schemes See Increasing Longevity as Biggest Risk to Funding Levels
SEI
24 Sep 2012 United Kingdom Longevity, Funding and Minimum Funding Requirement
Research by SEI has revealed that UK pension schemes consider increasing longevity to be the biggest risk  to the funding level of their schemes.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C77160BC   Click here to contact the authors.
 
SEI Quick Poll: Pension plan sponsors combat volatility and low interest rates; many prefer not to terminate
SEI Quick Poll
SEI
13 Sep 2012 United States Scheme Issues & Trends, Investment - General, Funding and Minimum Funding Requirement, Countries - US
SEI has released the results of its fifth annual mid-year pension Quick Poll, which reveals continued frustration among corporate pension plan sponsors in dealing with market volatility and low interest rates in 2012.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DB7147AF   Click here to contact the authors.
 
SEI Poll: Pension Scheme Trustees Want the Impact of Quantitative Easing Reduced
SEI Poll: Pension Scheme Trustees Want the Impact of Quantitative Easing Reduced
SEI
20 Aug 2012 United Kingdom Surpluses and Deficits, Regulatory Bodies - the Pensions Regulator
SEI has published a Poll which reveals that 80% of pension schemes surveyed believe that The Pensions Regulator (TPR) should provide more flexibility in the current rules to reduce the impact of quantitative easing (QE) on pension scheme liabilities.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

38708217   Click here to contact the authors.
 

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