Case Study: Integrated Pension Management Simplifies Plan Management and Enhances Outcomes (US)

A company sponsoring a frozen pension plan was spending significant time managing the plan and coordinating multiple vendors. In addition to standard annuity payments, the plan offered lump sum payments to terminated participants, resulting in unpredictable cash flows. The uncertainty around the cash flows presented challenges to managing the plan’s investment strategy and liquidity.

Download the case study to learn how Aon guided a client’s plan to termination and successfully oversaw the entire plan termination process.


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