Monthly Archives: September 2011

Fed’s “Operation Twist” Another Reason For Pension Plan LDI

September 23, 2011 – 8:14 am

The Federal Reserve’s “Operation Twist” is intended to boost consumer spending, but it could cause lots of problems for defined benefit pension plans who haven’t adopted a liability-driven investment (LDI) strategy. Here’s what plan sponsors need to consider: 1. If long-term interest rates drop due to “Operation Twist”, then pension liabilities will likely increase and […]

By Mark Schulte | Posted in Defined benefit plans, Investments, LDI, Private pensions | Tagged , , , | Comments (0)

What’s New with PBGC Premium Relief

September 16, 2011 – 9:43 am

In this post we highlight three new PBGC premium relief items: 1. Seven Day Rule – for waiver of late premium penalties in 2011 and later. 2. “Alternative” premium method election relief – for 2010 and later years. 3. Waiver of certain “alternative” method penalties – for 2008 and 2009. Below is a detailed summary […]

By Mark Schulte | Posted in Defined benefit plans, PBGC, Private pensions | Tagged , , | Comments (0)
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