302 - Plan Terminations - Understanding the Investment Considerations

Member Price $300.00
Non-Member Price $200.00

Pension plan actuaries have a good understanding of the legal, compliance, and actuarial aspects of plan terminations. But managing a plan's funded status during the termination process also requires actuaries to understand the investment considerations. This session will look at what drives the investment decisions that need to be made and what actuaries can do to ensure that your clients don't end up with funded status surprises during the termination process. We'll look at asset allocation decision points, what drives the ultimate settlement cost, and how the investment strategy can hedge against unexpected surprises when the final contribution comes due.


Michael S. Clark

River and Mercantile

Derek N. Guyton

Edward M. Pudlowski

MorningStar Actuarial Consulting, LLC

James L. Jones - EY

Tasha Eurich


CPD Credit EA Core Credit EA Ethics Credit EA Non-Core Credit EA Formal Credit