Products July 3, 2012

Russell Releases Corporate Pension Finance Handbook

Russell Investments compiled a handbook outlining the major issues facing corporate pension plan sponsors.
Reported by

Russell’s Bob Collie, chief research analyst; Jim Gannon, director, asset allocation and risk management; and David Phillips, senior investment strategist, give an overview of the main issues and offer a practical view about pension plan management.  

Written for chief investment officers, chief financial officers and treasurers, the handbook is divided into three sections: the pension plan and the corporation, pension plan basics, and special considerations for frozen and closed plans.  

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The handbook’s overview was designed to show plan sponsors how to: 

  • Navigate pension liabilities in the face of new Pension Protection Act (PPA) requirements;
  • Manage pension expense on the income statement; 
  • Understand the impact of defined benefit (DB) plan closure or freezing and risk transfer options;
  • Understand how interest rate volatility affects the plan; and
  • look ahead to future pension accounting potholes. 

A copy of the handbook can be requested from here. 

 

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