Customized Buyout Price Monitoring

  • Customized Buyout Price Monitoring (“CBPM”) builds upon the analysis done for The BCG PRT Index by offering similar measurements customized to reflect the characteristics of a specific DB plan.
  • CBPM empowers plan sponsors and advisors to continually measure the “Exit Liability” of a specific DB pension plan via comprehensive monthly monitoring.
  • CBPM is delivered via an interactive client portal that allows for the lump sum utilization rate to be modelled for various plan participant groupings (e.g. actives, terminated vesteds, retirees).
  • Similar to The BCG PRT Index, CBPM reflects changes in the participating insurance providers’ annuity pricing from month to month, however CBPM is specific to the characteristics and features of a specific plan, reflecting participant data as reported by the plan sponsor (generally annually).

Participating Insurance Providers


OneAmerica
AIG
MetLife
MassMutual
Mutual of Omahal
Pacific Life
Prudential
Western & Southern Financial Group
Principal

Fun Fact: The bridge on the home page of BCG’s website is the Georgia Street Bridge in Hillcrest, San Diego, CA. We chose this bridge because it clearly denotes a gap. This resonates with us at BCG as we see ourselves as helping our clients bridge their pension gap!