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Pension Risk Transfers Gain in Appeal and Importance
CFO Link to more items from this source
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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