New guidance from the IRS once again makes retiree lump sum windows a viable tool for managing pension risk. Learn how retiree lump sums fit into the broader spectrum of risk management strategies available for DB sponsors.
As industry leaders in pension risk management, we shared our thoughts on helping plan sponsors optimize DB de-risking programs while providing increased flexibility for plan participants. We covered:
• Overview of new retiree lump sum guidance and implications
• Practical tips for optimizing pension risk management frameworks
• Update on insured annuity market