Best Practices: Managing Risk in Corporate VEBA and SERP Plans

October 19, 2011 / by NEPC

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The NEPC paper examines corporate VEBA and SERP plans and finds that they deserve the same strategic review as traditional pension plans. To this end, an evaluation of funded VEBA and SERP plan allocations may be warranted.  The paper also discusses NEPC’s framework for assessing asset allocation strategy and our thoughts on how to enhance VEBA and SERP allocations.

Topics: Corporate, White Paper, Defined Benefit

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