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qualified plans

June 12, 2013 By Mark Schulte 5 Comments

Beware Nondiscrimination Pitfalls for Frozen Pension Plans

Many defined benefit (DB) pension plans were closed to new entrants over the past several years. Oftentimes, these plan closures were done with a focus on short-term cost control without understanding some of the long-term compliance implications. Then, one day, the plan sponsor gets an unwelcome …

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April 23, 2013 By Mark Schulte 2 Comments

Evaluating PBGC Premium Options in Advance of Big Increases

Each year, defined benefit (DB) pension plan sponsors must pay pension insurance premiums to the Pension Benefit Guaranty Corporation (PBGC). In light of large PBGC premium rate increases in 2013 and future years, plan sponsors should carefully evaluate their options before proceeding with their …

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January 16, 2013 By Mark Schulte Leave a Comment

Expect Lower Discount Rates (and Higher Liabilities) for 2012 Pension Disclosures

Pension discount rates continued to drop during 2012 and plan sponsors should prepare for yet another potential upward spike in balance sheet liabilities for the fiscal year ended December 31, 2012. Using the Citigroup Pension Liability Index (CPLI) and Citigroup Pension Discount Curve (CPDC) as …

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