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Documents relating to Engers v. AT&T Managment Pension Plan, C.A. 98-3660 (D.N.J.) include the following:

• Rebuttal expert statistical report dated December 9, 2008 of Robert A. Bardwell, Ph.D. in response to AT&T’s expert reports.

• Rebuttal expert actuarial report dated December 3, 2008 of Claude Poulin, F.S.A. in response to AT&T’s expert reports. 

• Expert statistical report dated Sept. 23, 2008 of Robert A. Bardwell, Ph.D., of Bardwell Consulting, on the impact on older employees of the conversion of AT&T’s defined benefit plan to a cash balance pension formula.

• Expert actuarial report dated Sept. 22, 2008 of Claude Poulin, F.S.A., on the periods of wear-away and benefit reductions produced by the conversion of AT&T’s defined benefit plan to a cash balance formula.

 

Expert actuarial report dated October 3, 2003 of Claude Poulin, F.S.A., prepared in support of the Plaintiff class. Two exhibits to the expert report are included:

• Exhibit D: Benefit Accrual Rates
• Exhibit J: Early Retirement Reduction Factors

Comments on proposed cash balance regulations, submitted by Stephen Bruce to the United States Treasury Department in March 2003.