Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Design and Implementation of Pension De-Risking Programs (PDF)
Morgan Lewis July 14, 2014 34 presentation slides summarize legal issues and concerns for plan sponsors when designing and implementing pension plan de-risking programs, such as lump-sum window programs, annuity purchases, and liability-driven investment programs, including tax-qualification issues, fiduciary considerations, and possible litigation concerns. |
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