Pensions

Pension funding, fiduciaries, and the cheque after the promise.

Funding

A pension's funded status is a date and a rate

Exclusive BX Meridian memo on a defined-benefit funded status: the figure, the condition, and the instruction.

Fiduciary

Exclusive BX Meridian memo on a fiduciary liability policy: the figure, the condition, and the instruction.

Withdrawal

Exclusive BX Meridian memo on a withdrawal-liability estimate: the figure, the condition, and the instruction.

Audit

Exclusive BX Meridian memo on an employee-benefit plan audit: the figure, the condition, and the instruction.

Policy

Exclusive BX Meridian memo on an investment policy statement: the figure, the condition, and the instruction.

Buyout

Exclusive BX Meridian memo on a pension annuity buyout: the figure, the condition, and the instruction.

Window

Exclusive BX Meridian memo on an early-retirement window: the figure, the condition, and the instruction.

Contributions

Exclusive BX Meridian memo on a minimum contribution: the figure, the condition, and the instruction.

Data

Exclusive BX Meridian memo on a benefit-plan cyber incident: the figure, the condition, and the instruction.

Surplus

Exclusive BX Meridian memo on a plan termination: the figure, the condition, and the instruction.