Robert Plunkett, Deloitte US, is the managing principal of Transfer Pricing Group in the East Region. In addition, he leads the firm's Financial Services Transfer Pricing practice.
Rob has served a wide array of the firm's clients, including those involved in banking, investment banking, asset management, insurance, insurance brokerage, private equity, and hedge fund management. In serving these and other clients, Rob has worked on contemporaneous documentation, planning, audit defense, and APAs.
Some of the banking projects on which Rob has worked have involved income and expense allocation among branches for activities ranging from global trading to provision of ancillary/support services. His investment banking experience includes analysis of global trading of derivatives, merger & acquisition activity, loan syndication, and prime brokerage. In global trading transactions, Rob has helped to price the assumption of market risk, the assumption of credit risk, the performance of trading functions, and the provision of sales/marketing services.
He has assisted insurance companies in pricing the transfer of risk among entities, and in allocating income and expense from global placements. He has worked on risk transfers involving both facultative and treaty contracts. He has also worked on developing arm's length ranges for ceding commissions.
Rob has assisted with the transfer pricing of investment advisory functions for registered investment companies, for alternative investment advisors, and captive investment managers working with insurance companies. Transactions covered include the pricing of advisory functions, subadvisory functions, custody functions, and brokerage functions.
Rob has spent a considerable amount of time in the pricing of intercompany lending, intercompany guarantees, and various intangible assets and intangible asset transfers.
Rob has published numerous articles on transfer pricing and speaks frequently on transfer pricing issues.
- Harvard University: AB in economics
- University of California, Los Angeles: PhD in economics