3-C-3 - Settlement of 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.

Speakers:

Camille Castro

The Wagner Law Group

Daniel S Atkinson

BCG Pension Risk Consultants | Penbridge

Jess McGrath

Fidelity Investments

Joseph C. Anzalone

Gallagher

Credits:

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