No it isn’t just a financial thing. They transferred the money & liabilities to 
a firm that thinks it can turn a profit on the investment. The current IBM 
pension liability was over funded. (Over 100%) If the new pension fund owner 
invests in say Bitcoin and loses 2/3 like Bitcoin did over the past year, those 
pensions are at risk. There’s no upside risk to the pensioners, but there is 
downside risk.


Sent from Yahoo Mail for iPhone


On Wednesday, September 14, 2022, 5:01 PM, Charles Mills <[email protected]> 
wrote:

It's purely a financial thing, right? Like if they had moved their checking 
account from Chase to Wells?

Pensioners should not see any significant change. These are defined benefit 
plans: you get $X/month no matter who pays the bills or what the rate of 
return. Nor do they incur any significantly changed risk. IBM simply 
transferred their rate of return risk to someone who is in that business.

Charles


-----Original Message-----
From: IBM Mainframe Discussion List [mailto:[email protected]] On Behalf 
Of Bill Johnson
Sent: Wednesday, September 14, 2022 1:16 PM
To: [email protected]
Subject: IBM pension 16 billion offloaded.

I’m shocked the IBM haters haven’t mentioned IBM’s announcement today regarding 
offloading 16 billion in pension liabilities.





https://www.pionline.com/pension-risk-transfer/ibm-offloads-16-billion-pension-liabilities-annuity-purchases



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