Lump Sum Offers

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Make-Whole Premiums Get to "Pass Go" in Bankruptcy Court

A make-whole premium is a lump-sum payment that becomes due under a financing agreement when repayment occurs before the stated maturity date, thereby depriving the lender of all future interest payments bargained for under...more

I Was Offered a Lump Sum Settlement — Should I Take it?

Multiple states are finally able to collect settlements from a case 28 years in the making. In 2010, American International Group (AIG) agreed to pay $146.4 million after a multi-state investigation found the insurance...more

Pension Plan De-Risking (Part II) – A Closer Look at DB Plan De-Risking Options

There is a broad spectrum of pension de-risking options available to defined benefit (DB) plan sponsors and administrators. In this post (the second of a two-part series) I consider these options and some of the related legal...more

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

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