A Milliman client was considering an acquisition. But first, it needed to review the target’s single-employer defined benefit pension plan. On the client’s behalf, the firm reviewed the target’s latest pension valuation report and five-year projections to make a determination. Would this potential acquisition—and its pension plan—fit in with the client?
Consultant Bret Linton explains in more detail the work that Milliman did and what it meant for the client’s bottom line in his article “Mergers & acquisitions: Pension plan due diligence.”