AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Pension Risk Transfers Gain in Appeal and Importance
CFO Sept. 12, 2016 "To help ensure the transfer process proceeds smoothly, here are some important steps that should be taken: [1] Create a clear, disciplined decision-making process; [2] Form a team that involves an ERISA attorney, financial advisor, and actuary; [3] Conduct a full due diligence review of [DOL] Interpretive Bulletin No. 95-1, which governs plan transfers to an annuity provider; [4] Develop a Bid Solicitation package with contract specifications to insurance carriers, and anticipate subsequent issues for negotiation; [5] Carefully assess the quality and diversification of the insurer's investment portfolio." |
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