EOC Q2 - Monitoring and Rebalancing

Q2c:

If pension benefit plan expects higher inflation in the next 3 years and intiates a program to protect the pension scheme’s financial strength from the effects of UK inflation by indexing benefits paid by the scheme.

State recommended action is correct or incorrect?

Answer: Incorrect. The implementation will protect plan participants not the plan itself. The increase cost of funding would increase thereby weakening the plan as inflation increases.

My question: What is the difference between protecting the plan vs protecting the plan participants?

Gaaaah… I hate this question as well. It is basically talking about the trade-off between protecting current pension benefits by indexing them to inflation vs. the increased cost associated with that indexing which raises the Pension Benefit Obligation (i.e. lowering the pensions strength/funded status). I feel like this question can be argued either way… I hope S2000 chimes in on this one!

Indexing benefits to inflation for the plan participants is good for the participants, but it is an extra burden for the plan itself.

Do you mean that the plan does not care about the inflation?