TITLE

Don't buy out, buy in: Buy-in offers new way to mange DB risk

AUTHOR(S)
HOLLEMAN, III., VERNON; DEVLIN, MECHAEL
PUB. DATE
September 2010
SOURCE
Employee Benefit News;Sep2010, Vol. 24 Issue 11, p40
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article offers information on the significance of adopting buy-in strategy in the life insurance industry of U.S. in response to the Pension Protection Act (PPA) of 2006. It discusses the process and plan of buy-in policy that identifies segments of the population for which isolation of liabilities make sense. It mentions advantages of buy-in plan which include the reduction of future volatility of cash contributions, owning of an asset with liability, and balancing asset strategy.
ACCESSION #
54576775

 

Related Articles

  • PPA Changes Favor LTC Planning.  // On Wall Street;Feb2010, Vol. 20 Issue 2, pA8 

    The article discusses the changes in the U.S. Pension Protection Act (PPA) that could work in favor of long-term care (LTC) planning when cash value from life insurance or endowments can be transferred through the 1035 exchange and can be used for standalone long-term care contracts.

  • War Stories - May 2011.  // Plan Sponsor;May2011, p4 

    The article discusses the editor's call for submissions of war stories. He explains that there are lessons to be learned from any problem that is encountered and that featuring such stories may be a way to ease the challenges of everyday life. The author also shares about his experience while...

  • Fidelity Studies Impact of Pension Protection Act. Levaux, Janet // Research;Jan2012, Vol. 35 Issue 1, p23 

    The article informs that more than half (51 percent) of the nearly 12 million 401(k) participants of the U.S. Pension Protection Act of 2006 (PPA) are in a plan that offers auto enrollment, up from just 16 percent five years ago, according to the analysis of the company Fidelity Investments.

  • 3 FIXES FOR PENSION PROTECTION.  // Employee Benefit Adviser;May2013, Vol. 11 Issue 5, p42 

    The article suggests extensions to the U.S. 2006 Pension Protection Act to address the retirement crisis according to Fidelity Investments' Ronald O'Hanley in an April 2013 speech to the U.S. Chamber of Commerce including increasing the savings rate and requiring auto-escalation and other features.

  • Auto-enrollment alphabet soup. KALISH, JERRY // Employee Benefit News;May2009, Vol. 23 Issue 6, p51 

    The article discusses how automatic-enrollment can enhance 401(k) participation for employees. The entry notes that the Pension Protection Act (PPA) of 2006 encourages auto-enrollment and addresses issues on unauthorized payroll deductions and automatic investment of an employee's contributions....

  • Are You (Finally) Ready for LDI? Keefe, John // Plan Sponsor;May2011, p9 

    The article discusses the concept of liability-driven investing (LDI). It notes that sponsors of corporate pension plans have not yet embraced the concept of LDI, through which they can reduce risk to their surplus and despite the imposition made by the U.S. Pension Protection Act and Summary of...

  • LTCI: Health insurance or retirement planning? Riekse Jr., Tom // Benefits Selling;Dec2010, Vol. 8 Issue 12, p28 

    The author discusses two major events in 2010 that make long term care insurance (LTCI) an important part of the benefits and planning decisions of employers and employees, even if classifying it as health or life insurance is difficult. He explains CLASS Act, an LTC program that forces...

  • Fixed Annuity Sales Off 20% In 3Q. Alexander, Jeremy // National Underwriter / Life & Health Financial Services;2/1/2010, Vol. 114 Issue 3, p18 

    The article reports on the 20% off in sales of fixed annuity (FA) in the 2009 third quarter. It says that the sales did not fall due to decreased demand but because of the choice of retail investors for assured returns which they found in bonds and guarantees. It notes that pursuance for new FA...

  • Abstracts/Résumés.  // Contemporary Accounting Research;Summer2010, Vol. 27 Issue 2, p343 

    The article presents abstracts for papers in the current issue including "Credit Ratings and Taxes: The Effect of Book-Tax Differences on Ratings Changes" by Benjamin C. Ayers, Stacie Kelley Laplante, and Sean T. McGuire, "Equity Valuation Effects of the Pension Protection Act of 2006" by John...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics