Executive Pension Plan Risk-Management Guide

December 01, 2018

Key considerations for evaluating executive pensions in private equity portfolio companies

Private equity firms need to pay particular attention to the structure of executive pension plans when acquiring and managing portfolio companies on behalf of investors. It takes a strong leadership team to turn around an underperforming company and generate long-term value for investors. One of the best ways to build that team is through an attractive and, more importantly, sustainable benefits package.

This guide takes you through the process of evaluating executive retirement arrangements in private equity portfolio companies — from understanding supplemental pension plans to determining the most appropriate funding and risk-transfer strategies. We hope it will provide you with a framework for improving your risk-management processes not only during your due diligence but across the entire investment lifecycle.

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