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Can a defined benefit plan provide a competitive edge?


February 2008


Don Ezra
Director, Investment Stragegy

George Oberhofer
Senior Practice Consultant

Periodically the world seems to revive its interest in looking at a DB plan in the context of an operation that affects its sponsor's financial position. This paper explores three aspects of that operation:

 
  • How can one measure the size of the operation?
  • In what ways can it be made a source of competitive financial advantage to a sponsoring company?
  • How would traditional corporate financial metrics be affected if those ways are pursued?



Don Ezra and George Oberhofer explore whether the DB plan, considered purely as a financial operation, can be made into a source of competitive advantage.

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For more information about our research, please contact David or Gerry:

   

West Coast

David Rothenberg
David Rothenberg
Managing Director
866-926-5934

East Coast

Gerry Lillis
Gerry Lillis
Director
866-459-4128






USIRC4400


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