Pension buyouts can also occur if a company needs to right its financial ship during challenging times. If this is the case, the company may not be able to continue funding your client’s monthly ...

The Buyout Index reflects that many plan sponsors are using a new mortality assumption to measure the balance sheet value of their pension obligations, in response to the Society of Actuaries’ ...

Evaluating pension buyout offers Recipients must carefully weigh options. David Mayes. More and more employees are receiving limited-term offers of lump-sum buyouts of their pension plans.

Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially the trade-offs individuals face between lump sums and lifetime ...

New IRS guidelines make it easier than ever for employers to offer pension plan buyouts to those receiving defined benefits. But is this a good idea, or are you better off sticking with your pension?

For example, take an individual at 65. They have earned a pension of $1,850 per month in retirement, but their employer has offered a $200,000 buyout at the start of their retirement instead.

Pension buyout firms with strong capital backing are set to "hit the ground running" in the new year after a lull in activity in the second half of 2008, a pensions specialist at KPMG said.

Pension buyout packages typically disclose the interest and mortality assumptions that go ... you'll see disclosures that say the actuaries are using something like the RP-2000 Mortality table, ...

Buyout decisions have become increasingly ... The post Should I Take a $48,000 Lump Sum or $462 Monthly Payments for a Pension Annuity? appeared first on ... Advanced Chart. Currency Converter.

Pension buyout firms with strong capital backing are set to "hit the ground running" in the new year after a lull in activity in the second half of 2008, a pensions specialist at KPMG said.

Fundamentally, pension buyout offers represent a transfer of investment and longevity risk from the employer to the employee. When calculating the lump-sum offer amounts, ...