Institutional investors

Update: Yield curve election for valuation of PPA funding target liabilities May 2010 Brian Frick Investment Strategist Jim Gannon Investment Strategy & Consulting In 2010, defined benefit plan sponsors can make an election about how they will value their liabilities for the purpose of funding calculations required by the Pension Protection Act of 2006 (PPA). What is the likely impact of that choice in 2010 and subsequent years? In this brief article, Brian Frick and Jim Gannon outline:   The potential impact to a plan's funded status, Seven considerations for plan sponsors, and Interest rate assumptions and scenarios. Request this research A note about our research Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell client, but are an institutional investor, we welcome you to request this research piece. We only require your contact information on a short request form. For more information about our research, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company. Date of first use: May 2010 USI-6840-05-12			Related information Request this research Printer friendly version of this page