Carol Buckmann at Osler, Hoskin & Harcourt LLP

President Obama’s Pension Cap: Who Would Really Be Affected?

The President’s recent budget proposal would impose a new cap on tax-favored retirement benefits. Annual contributions and accruals under tax-favored plans are already limited, but this would be a complex new limit...more

5/8/2013 - 401k Barack Obama Federal Budget IRA Retirement Plan

Are Your 401(k) Plan’s Target Date Funds On Target?

Most 401(k) plans that have qualified default investment funds (QDIA’s) have chosen target date funds as their default investments. Target date funds change their mix of investments to become more conservative over time in...more

4/19/2013 - 401k Default DOL Investment Funds Proposed Regulation SEC

De-Risking On Trial? U.S. Verizon Litigation Still Active

In our March 13 webinar on de-risking defined benefit pension plans, I stated that the U.S. litigation launched by a group of Verizon retirees challenging the annuitization of their pensions was not dead, even though a...more

4/12/2013 - Annuities Class Action Class Certification De-Risking Defined Benefit Plans Pensions Prudential Verizon

De-Risking U.S. Pensions Through Lump Sum Offers – What’s on the Front Burner for 2013?

Does your defined benefit plan have a lump sum option? Nearly forty percent of U.S. employers who sponsor defined benefit pension plans are at least “somewhat likely” to offer lump sums to retirees and vested terminated...more

2/27/2013 - Defined Benefit Plans IRS Lump Sum Offers Pensions Retirement

De-Risking Your U.S. Pension: Choices and Challenges

Defined benefit plan sponsors have become very focused on ways to control their asset volatility and to remove pension liabilities from their balance sheets. In fact, it would be fair to call “de-risking” a hot global issue...more

12/11/2012 - Benefit Plan Sponsors Pensions

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Carol Buckmann

Osler, Hoskin & Harcourt LLP

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