302 - Plan Terminations - Understanding the Investment Considerations

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. Speakers address 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.


Jeffrey G. Passmore

Michael S. Clark


Mr. David R. Cantor



CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50