| 摘要 |
A method and system for administering an employee deferred compensation plan, e.g., which employs hedging of liabilities using total return swaps and/or put and call options. A plan coordinator coordinates a transfer of information between an employer/plan sponsor, a plan administrator that communicates with the employees/plan participants, and swap/option providers. The plan coordinator receives and reconciles data and then calculates relevant information for use in reports that are provided to the plan sponsor and swap/option provider. The reports include an upcoming transactions report, which indicates new compensation deferrals, reallocations of previously deferred compensation among reference investment finds, and withdrawals. Moreover, a swap details report and a put and call option details report may be provided which indicates future payments that the swap/options provider must pay the plan sponsor under the swap and/or options. |
