A corporate pension finance handbook

A practical overview for Treasurers, CFOs, CIOs, board and committee members.

Fourth edition

Since we published the first edition of this handbook in 2012, it has proven highly popular as not only a reference work for pension plan fiduciaries, but also as a training tool for new board and committee members. The challenge of efficiently managing a pension plan continues to grow, and simple, practical guidance is more valuable than ever. Accordingly, we've updated this fourth edition to address significant new developments such as:

  • Surge in discretionary contributions
  • Ongoing risk transfer activity
  • Upcoming phase out of the funding “stabilization” funding relief

This updated handbook has benefited from the many helpful comments received from clients and others since publication. We hope it continues to be a valuable resource for everyone involved in overseeing corporate pension plans.

This updated handbook has benefited from the many helpful comments received from clients and others since the publication of the second edition. We hope it continues to be a valuable resource for everyone involved in overseeing corporate pension plans.

A look inside

 A look inside our DB Corporate Pension Finance Handbook

How does your plan compare?
Download printable worksheets to see how your pension plan compares

Related handbook:
The investment and management of frozen pension plans