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Lump sum

DuPont offers buyouts to 9,500 pensioners

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DuPont quietly offered about 9,500 of its U.S.retirees a chance to exchange their pensions for a lump-sum buyout or small monthly annuity.

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Should I take my pension as a lump sum or lifetime payments?

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The lump sum-or-annuity decision can be a complicated one, and the decision that's right for one person may not be best for another. Which makes it all the more important that you really think through your choices and settle on an option that makes the most sense for your particular circumstances.

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Should I take my pension in monthly payments or a lump sum?

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I'm retiring and my company has given me the choice of receiving a monthly pension check or a lump sum. Which should I take? --Robert, Texas

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Carefully Considering Pension Payment Options

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Companies are increasingly offering retirees and former employees the option of taking their pensions in a lump-sum payment, rather than as a traditional monthly payment over a lifetime.

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Risky Pension Bets

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Would you rather have a monthly pension guaranteed for life or a lump sum of money now? Before I address that question, let me say that you’re lucky if you have the choice.

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Companies that have transferred pensions to insurance companies

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Below is a list of employers that have transferred their pension obligations for certain retirees and former employees to insurance companies by purchasing annuities.

(Note: this is not a comprehensive list. These are only the changes that we are aware of, based on corporate press releases, news reports, and other sources.)

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Companies that are offering lump-sum pension buyouts

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Note: This list is updated on an ongoing basis.

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Should you take your pension as a lump sum?

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Updated: August 2015

Some companies have offered to cash out the pensions of certain retirees and former employees and instead give them a one-time lump-sum payment.

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Rising costs usher in pension ‘de-risking’ cycle

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Many Connecticut workers probably think of a pension as something their parents had, or something they'll never get. Indeed, as companies have frozen or curtailed their pensions or "defined-benefit" plans, the number of Connecticut private-sector workers and retirees with a single-employer pension (519,000) has plummeted 42 percent over the last decade, federal data shows.

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IRS and Treasury say no more lump-sum offers

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The Internal Revenue Service and the Treasury have done a wonderful thing. They announced last month that they intend to amend regulations in order to prohibit companies from “de-risking” their defined benefit plans by offering a lump-sum option for retirees already receiving benefits.

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