Webinar: Plan Progress: Considerations for Pension Risk Transfer by PLANSPONSOR

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About This Webinar

Sponsored by Securian Financial

Pension risk transfer (PRT) activity has been increasing year over year, although it slowed somewhat during the COVID-19 pandemic. PRT can be an effective tool for plan sponsors to reduce risk and eliminate some liabilities, but it should be done in a cost-effective way.

Join PLANSPONSOR and industry experts for a webinar in which you will learn:
Considerations for whether to transfer pension risk and when;
What data and funding to have in place before implementing a PRT; and
Steps that need to be taken by plan sponsors to implement a PRT.

Presenters

John Manganaro

Managing Editor, PLANADVISER.com

Mark Paracer

Assistant Research Director, LIMRA Secure Retirement Institute

Mark Paracer is responsible for conducting research on retirement plans. He currently is the project director on the Group Annuity Risk Transfer, the Stable Value and Funding Agreement Products, and the In-plan Income Guarantees benchmark studies. He also runs the Stable Value, Retirement Plans, and the Retirement Plans Asset Retention study groups.

Prior to joining LIMRA in 2012, Paracer spent 15 years in a variety of roles including competitive intelligence, operations, marketing, sales, and product development in the mutual fund, life insurance, and banking industries. He received his B.A. in economics from the University of New Hampshire.

Dan Atkinson

Consulting Actuary, BCG Pension Risk Consultants | BCG Penbridge (BCG)

Dan Atkinson is a consulting actuary at BCG Pension Risk Consultants | BCG Penbridge (BCG). He is a Fellow of the Society of Actuaries (FSA), and an Enrolled Actuary (EA) under the Employee Retirement Income Security Act (ERISA). He has over 20 years of pension plan experience, most recently serving as chief actuary at River and Mercantile Solutions, and previously consulting with plan sponsors as pension actuary at Mercer and Fidelity Investments. Atkinson’s pension experience covers all aspects of single-employer corporate plans, from plan terminations and annuity placements to day-to day administration. He has served as the signing actuary for 5500 & PBGC purposes for dozens of plans. Plans that Atkinson has advised on range from small plans with fewer than 10 participants to jumbo plans (including multi and multiple employer plans) with tens of thousands of participants. He graduated from Worcester Polytechnic Institute with a BS in Actuarial Mathematics.