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The Accounting Review Vol. 93 No. 4 2018

The Economic Consequences of Accounting Standards: Evidence from Risk-Taking in Pension Plans

Divya Anantharaman1; Elizabeth C. Chuk2

1 Rutgers, The State University of New Jersey, Newark · 2 University of California, Irvine

Abstract

Experts have long conjectured that pension accounting rules, by which pension expense depends on a managerial estimate that is directly tied to the riskiness of plan assets (i.e., the expected rate of return, or ERR, on plan assets), encourage risk-taking with pension investments. The recent passage of IAS 19, Employee Benefits (Revised) (hereafter, IAS 19R) eliminates the ERR and replaces it with a managerial estimate unrelated to plan asset riskiness (the discount rate). We demonstrate that a sample of Canadian firms affected by IAS 19R reduces risk-taking in pension investments post-IAS 19R, compared to a control sample of U.S. firms unaffected by IAS 19R. Therefore, removing firms' ability to recognize immediately in net income the expected higher returns from risk-taking (via a higher ERR) reduces their propensity for that risk-taking—providing some of the first empirical evidence on the economic consequences of eliminating the ERR-based pension accounting model.

DOI
10.2308/accr-51937
Volume
93
Issue
4
Pages
23-51
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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