December 2008
Funding Relief for Single-Employer Defined Benefit Plans.
This update will discuss the key components in a long-awaited pension relief/technical corrections bill, which President Bush is expected to sign within the next several days. Outlined below are only those provisions of the bill that will provide relief to Defined Benefit ("DB") plans...

November 2008
Timely Arguments for Utilizing Single Premium Annuity Contracts.
In the current economic crisis, there are many good reasons for purchasing annuity contracts to cover defined benefit pension plan liabilities. Benefits accrued for current retirees or former employees terminated with vested benefits can be secured through group annuities...

October 2008
How Will the Market Crash Impact Defined Benefit Plans?
The drop in the market value of plan assets will directly hit balance sheets, and be taken as a charge to Other Comprehensive Income and a reduction in Net Asset Value of the enterprise...

UNDER THE SURFACE OF THE FINANCIAL INDUSTRY UPHEAVAL
Opportunities and Responsibilities for Review of Retirement Programs
The aggressive mortgage lending and asset leveraging practices of the last several years have led to unprecedented challenges for big multi-national banking corporations due to their involvement in the credit crisis...

September 2008
Recent Union Negotiations Strategies & Results
Over the course of 2008, our pension actuaries and retirement consultants have been busy assisting our clients with various union negotiations. While you may not have union employees, we think you will still find these case studies helpful...