Employer Commitment to Workers' Retirement Plans Has Declined Over Last Decade, Watson Wyatt Analysis Finds
October 21 2009 - 10:32AM
PR Newswire (US)
WASHINGTON, Oct. 21 /PRNewswire-FirstCall/ -- Corporate America's
commitment to workers' retirement plans, measured by benefit values
as a percentage of pay, has dropped consistently over the last
decade, according to research by Watson Wyatt, a leading global
consulting firm. The research found that companies that shifted
from defined benefit (DB) plans to defined contribution (DC) plans
had the steepest drops, whereas companies that had only DC plans
actually had small increases in benefit value, albeit from lower
levels. A Watson Wyatt analysis of 183 employers found that the
total retirement benefits -- DB, DC and retiree health plans --
provided to employees decreased from 7.8 percent of pay in 2002 to
6.9 percent of pay in 2008. For the 79 companies that maintained DB
plans throughout this period, the value of the overall benefits
declined from 9.4 percent to 8.6 percent of pay, mostly due to a
significant cut in postretirement health benefits. In the same time
period, the 61 companies that provided only a DC plan saw a small
increase in overall benefits value -- from 5.3 percent to 5.6
percent of pay -- due to enhanced employer contributions. The
remaining 43 companies in the sample of 183 transitioned from DB to
DC-only coverage between 2002 and 2008. Although these companies
increased their DC benefit values by an average of 2.7 percentage
points, this gain covered only approximately half of the DB value
loss that was incurred by closing or freezing plans. For these
companies, overall commitment fell substantially, from 8.7 percent
of pay in 2002 to 5.5 percent of pay in 2008. "The tumult of the
last decade, with its market bubbles and crashes, two recessions,
rising health care expenses and compensation pressures, has caused
employers to scramble to look for savings," said Jim Shaddy, North
America retirement practice director at Watson Wyatt. "As a result,
a number of employers have pushed some of the risk and cost in
their retirement plans onto employees' shoulders." An analysis of a
larger data set of more than 600 companies found that some
industries -- manufacturing, transportation (including the airline
sector) and communications -- experienced declines greater than 30
percent in their retirement plan values from 1998 to 2008. Other
more profitable industries, such as chemicals, drugs and
pharmaceuticals, had a smaller decrease in the same time frame, or
in some cases (e.g., the health care sector) even a small increase,
although from a lower level. "In difficult times, when employers
are under pressure to alleviate escalating costs and displace risk,
reducing retirement benefits can be seen as the easy solution since
it is comfortably far off," said Kevin Wagner, senior retirement
consultant for Watson Wyatt. "However, companies can benefit from
considering the impact of their actions on the retirement adequacy
of their workers' benefit plans while also thinking about new
solutions, such as hybrid plans, which can provide secure
retirement income as well as lower risk for employers." For more
information, please visit:
http://www.watsonwyatt.com/employercommitment About Watson Wyatt
Watson Wyatt (NYSE:WWNASDAQ:WW) is the trusted business partner to
the world's leading organizations on people and financial issues.
The firm's global services include: managing the cost and
effectiveness of employee benefit programs; developing attraction,
retention and reward strategies; advising pension plan sponsors and
other institutions on optimal investment strategies; providing
strategic and financial advice to insurance and financial services
companies; and delivering related technology, outsourcing and data
services. Watson Wyatt has 7,700 associates in 33 countries and is
located on the Web at http://www.watsonwyatt.com/. DATASOURCE:
Watson Wyatt CONTACT: Ed Emerman for Watson Wyatt, +1-609-275-5162,
; or Steve Arnoff of Watson Wyatt, +1-703-258-7634, Web Site:
http://www.watsonwyatt.com/
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