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A Summary of Benefits and Coverage (SBC) form is required to be completed annually for every health plan, to allow individuals to easily compare...

The Department of the Treasury (Treasury) and the Pension Benefit Guaranty Corporation (PBGC) recently issued related guidance addressing the rules...

On June 25, 2015, the United States Supreme Court held in a six-three decision that the Affordable Care Act premium assistance tax credits (also...


  • Jul

    King v. Burwell: United States Supreme Court Upholds ACA Subsidies in all States — 

  • Oct

    "Health Care Reform: Implications for Public Sector Plans" — Joanne Hustead, Washington, D.C.


New York (5/28/15) — Randolph B. Carter, Senior Vice President and National Communications Practice Leader for The Segal Group, recently...

New York (4/28/15) — Joseph A. LoCicero, President and CEO of The Segal Group has announced that Stephen Murphy has joined the firm’s...


Cyber breaches and attacks are becoming recurring news headlines…and for good reason. Compromised information can lead to identity theft, financial loss to funds, insurers and individuals, and significant time wasted monitoring for consequences or, worse, restoring credibility.


The Pension Plan Funding and Management Policy can be an effective roadmap for measuring a defined benefit (DB) plan’s funded status and determining when it is expected that the plan will achieve the funded status goal. Leveraging this policy is also a robust way to monitor the health of a DB pension plan on a regular basis. 

This webinar provided a snapshot view of the funded position and contribution requirements of a DB pension plan, a look at historical risk assessments providing a retrospective view of financial trends and a look at dashboard metrics that provide a prospective view of the viability of a DB pension plan and form the basis for the plan management component. The session also discussed funding policy guidance recently issued by the American Society of Actuaries.