Clark Industries has a defined benefit pension plan that specifies annual, year-end retirement benefits equal to: 1.6% × Service years × Final year’s salary Stanley Mills was hired by Clark at the beginning of 2005. Mills is expected to retire at the end of 2049 after 45 years of service. His retirement is expected to span 15 years. At the end of 2024, 20 years after being hired, his salary is $100,000. The company’s actuary projects Mills’s salary to be $470,000 at retirement. The actuary’s discount rate is 10%. For all requirements, round final answers to the nearest whole dollars. Do not round intermediate calculations. Use tables, Excel, or a financial calculator. (FV of $1, PV of $1, FVA of $1, PVA of $1, FVAD of $1 and PVAD of $1) Required: Estimate the amount of Stanley Mills’s annual retirement payments for the 15 retirement years earned as of the end of 2024. Suppose Clark’s pension plan permits a lump-sum payment at retirement in lieu of annuity payments. Determine the lump-sum equivalent as the present value as of the earned retirement annuity at the expected date of retirement (the end of 2049). What is the company’s projected benefit obligation at the end of 2024 with respect to Stanley Mills? Even though pension accounting centers on the PBO calculation, the ABO still must be disclosed in the pension disclosure note. What is the company’s accumulated benefit obligation at the end of 2024 with respect to Stanley Mills? If we assume no estimates change in the meantime, what is the company’s projected benefit obligation at the end of 2025 with respect to Stanley Mills? What portion of the 2025 increase in the PBO is attributable to 2025 service (the service cost component of pension expense) and to accrued interest (the interest cost component of pension expense)?

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
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Clark Industries has a defined benefit pension plan that specifies annual, year-end retirement benefits equal to:

1.6% × Service years × Final year’s salary

Stanley Mills was hired by Clark at the beginning of 2005.

  • Mills is expected to retire at the end of 2049 after 45 years of service.
  • His retirement is expected to span 15 years. At the end of 2024, 20 years after being hired, his salary is $100,000.
  • The company’s actuary projects Mills’s salary to be $470,000 at retirement. The actuary’s discount rate is 10%.

For all requirements, round final answers to the nearest whole dollars. Do not round intermediate calculations. Use tables, Excel, or a financial calculator. (FV of $1, PV of $1, FVA of $1, PVA of $1, FVAD of $1 and PVAD of $1)

Required:

  1. Estimate the amount of Stanley Mills’s annual retirement payments for the 15 retirement years earned as of the end of 2024.
  2. Suppose Clark’s pension plan permits a lump-sum payment at retirement in lieu of annuity payments. Determine the lump-sum equivalent as the present value as of the earned retirement annuity at the expected date of retirement (the end of 2049).
  3. What is the company’s projected benefit obligation at the end of 2024 with respect to Stanley Mills?
  4. Even though pension accounting centers on the PBO calculation, the ABO still must be disclosed in the pension disclosure note. What is the company’s accumulated benefit obligation at the end of 2024 with respect to Stanley Mills?
  5. If we assume no estimates change in the meantime, what is the company’s projected benefit obligation at the end of 2025 with respect to Stanley Mills?
  6. What portion of the 2025 increase in the PBO is attributable to 2025 service (the service cost component of pension expense) and to accrued interest (the interest cost component of pension expense)?
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