Register by February 18, 2019.
Every sponsor of a frozen defined benefit plan will terminate the plan at some point, requiring the purchase from a life insurer of a group annuity contract, a.k.a. a buyout. The big question for the sponsor is, whether it makes sense to do a full plan buyout soon, to manage the plan and its investments for self-sufficiency for the foreseeable future, or to do something in between.
The presenters will briefly frame the growing importance of this question, and then will interactively present and debate the relative merits of the termination vs. hibernation decision from the plan sponsor perspective, addressing the following considerations:
Audience questions and comments will be encouraged throughout the presentation.
At the conclusion of the presentation, attendees will be able to:
Justin Wesley Owens, FSA, EA, FCA
Senior Asset Allocation Strategist
Russell Investment Group
Russell S. Proctor, FSA, EA, FCA, MAAA
Director, Retirement Solutions Division
Pacific Life Insurance Co
Robert M. Goldbloom, FSA, CFA
Insurance and Pension Solutions
1.80 SOA CPD
1.80 EA Non Core