Russell Releases Corporate Pension Finance Handbook

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

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.  

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

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

 

«