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VALUATION OF PENSION BENEFIT GUARANTEES AND TERMINATION CONDITIONS
Book chapter   Peer reviewed

VALUATION OF PENSION BENEFIT GUARANTEES AND TERMINATION CONDITIONS

Jin-Ping Lee, Shih-Cheng Lee and Min-Teh Yu
Research in Finance, Vol.20, pp.159-180
2003

Abstract

Pension Finance

We develop a model to estimate salary-based premiums for pension benefit guarantees by simultaneously considering a stochastic interest rate and three practical pension plan termination conditions. We show the relationship among premium rates, a plan's funding level, sponsoring firm's capital position, early lapse, and a participant's years of service. We also show how the regulatory intervention policy interacts with a plan's funding level and a sponsor's capital position and how it affects the pension insurance cost. © 2003 Elsevier Ltd. All rights reserved.

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