Beyond Termination: Reframing Pension Surplus as Strategic Capital

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1 MIN READ

As many defined benefit plans shift from deficit to surplus, plan sponsors have an opportunity to reassess whether termination remains the most effective endgame.

While termination can reduce risk and simplify plan administration, surplus assets may represent meaningful, yet restricted, capital that warrants a more strategic evaluation.

SEI Executive Director Justin Day examines how organizations can evaluate pension surplus in the context of enterprise objectives, including risk management, cash flow, financial reporting, and long-term capital allocation.

Share a few details to access the full content and explore how pension surplus may be reframed from a plan-level consideration into a strategic corporate asset.

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