Retiree Lump Sum Windows Back on the Table - Navigating Risk Management Options

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

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Solving The Retirement Savings Challenge: Lessons From Around The World
Solving The Retirement Savings Challenge: Lessons From Around The World

OVERVIEW In the U.S., only one in three workers has adequate savings for retirement at age 67. And the prob...

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Fiduciary Liability Insurance Affords Critical Personal Asset Protection to Plan Fiduciaries
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