Tax Reform Capital: Time to Contribute?

May 3, 2018

Tax reform and the decision to accelerate pension contributions

The Tax Cuts and Jobs Act of 2017 led many pension plan sponsors to accelerate their pension contributions. And while several factors determine the appropriateness of accelerating contributions, several US corporate plans deferred contributions in favor of alternative uses of capital to benefit shareholders. 

But what if you’re an underfunded pension plan – what are your options and trade-offs? Or a plan with distant time frames for required contributions? 

I recently partnered with Portfolio Strategist Joseph Busillo to look at the plan sponsor-specific factors involved in selecting the most appropriate approach, based on your circumstances.

Read the full commentary:

Tax Reform and the Decision to Accelerate Pension Contributions (PDF)

Trade-offs of accelerating pension contributions

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Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.