March 2013 Archive

February 2013 Pension Finance Update

March 11, 2013

After a strong January, pension sponsors suffered a minor pullback in funded status during February, with both “model” plans we track seeing small liability increases edging out even smaller asset growth. Despite the pullback, sponsors remain ahead so far in 2013: our traditional “Plan A” remains up 5% on the year, while “Plan B” has improved 2%. Download

2013 Pension Funding: Timing and Opportunities

March 10, 2013

For calendar year defined benefit plans, the period January-April is critical, key calculations are made and key trigger dates apply. The amount and timing of contributions can have a significant effect on how much PBGC premiums are owed, whether benefit restrictions apply and, indeed, on how much must be contributed to the plan for the year. In this article we review how current rules on the amount and timing of contributions work and how to best use them to achieve firm objectives. Read More

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