TITLE

Implementing a portfolio sufficiency monitoring program

AUTHOR(S)
Collins, Patrick J.; Lawson, Kristor J.
PUB. DATE
April 1997
SOURCE
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p86
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents guidelines designed to assist financial planners in the implementation of a portfolio sufficiency monitoring program in the United States. Financial Accounting Standard Board's (FASB) ruling 87 for monitoring defined-benefit pension plans; Changing requirements to secure pension promises; Measurement of cash flow obligations; FASB methodology.
ACCESSION #
2128084

 

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