Implementing a portfolio sufficiency monitoring program

Collins, Patrick J.; Lawson, Kristor J.
April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p86
Academic Journal
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.


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