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White Papers


Corporate plan sponsors continue to grapple with the risks and rising costs associated with managing and maintaining their pension plans. Plan funded status, currently estimated at 84%, has been extremely volatile, increasing primarily due to strong equity performance amid continued low interest rates. Additionally, PBGC premiums have increased significantly—the variable rate premium rising from 3.4% today to at least 4.1% by 2019—and are a drain for underfunded plan sponsors. With the possibility of corporate tax reform on the horizon, plan sponsors may have a unique opportunity now to reduce PBGC expenses by accelerating funding and to deduct plan contributions at the current higher tax rate, resulting in a low risk, positive net present value (NPV) outcome. Further, by de-risking now, whether through enhanced LDI interest rate strategies or transferring risk, sponsors can avoid risk and potential costs associated with maintaining a plan.

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All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.