3-A-2 - Use of Surplus Assets

The panelists provide a current look at pension surplus opportunities for sponsors of defined benefit plans. Also covered are the variety of options sponsors have to utilize surpluses efficiently and effectively, as well as alternative approaches for surplus use in the plan termination process. All practical options available to employers are discussed, from the common strategies to the lesser known ones. This session should prove valuable for actuaries who may be in a position to consult with sponsors facing this scenario, now or in the future.


Jess McGrath

Fidelity Investments

Mr. Brian C. Donohue

October Three LLC


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