DB and DC Plan Risk Transfer Strategies

Date

May 10, 2017

We will explain the reasons defined benefit plan sponsors are executing DB pension risk transfers in record numbers.

This session will:

Describe the new solutions that are available for plan sponsors to reduce the volatility on their balance sheet and ultimately transfer the risk from the company books
Provide client experiences on the decision process and analysis of results of selected solutions
Discuss the issues that auditors should be aware of in preparing the annual audit for a company that has completed a pension risk transfer during the year
Discuss the increase in guaranteed lifetime income options available for participants retiring from defined contribution plans
Teach how individuals can transfer their longevity risk.

Speakers

Russ S. Proctor, FSA, CFA, EA, MAAA

Director, Pacific Life Insurance

Marty Menin, BS

Sr. Director, Pacific Life Insurance Company

Brian O'Neill, CERA, CFA, FSA, MAAA

Senior Manager, Deloitte

General

A and A

Tracks

Concurrent Session

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