At a Glance: Retiree Lump Sums Back on the Table

The article above is a summary of Retiree Lump Sum Windows: Analytics, Elections, and Adverse Selection in Defined Benefit Pension Plans.

Retiree lump sum windows can provide financial benefits to plan sponsors while offering additional spending flexibility to participants. Because of IRS released guidance during 2019, plan sponsors now have another way to de-risk their pension plans.

Download the article above to learn more. 


Sources: Aon analysis as of March 2020; Adverse selection analysis conducted by Aon in 2019 and 2020.

Previous Flipbook
Investment Weekly Market Update 2020 (US)
Investment Weekly Market Update 2020 (US)

What happened in markets this week during COVID-19 volatility

Next Flipbook
Investment Grade Credit-Based Solutions (UK)
Investment Grade Credit-Based Solutions (UK)

A paper exploring the potential to incorporate global investment-grade credit into liability-driven investm...