3-A-1 - Settling Pension Liabilities
So your client wants to settle their pension liabilities. The speakers on this panel examine the decision considerations between using lump sum cash outs or annuities. They discuss anti‐selection, legal and compliance issues. Also the panel looks at lump sum cash out implementation steps, communications strategies, and recent plan sponsor experience.
Michael S. Clark
Mr. Richard Michael McEvoy
Sonja J. Coffin