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Fiduciary Considerations for an Expanding U.S. Pension Risk Transfer Market (PDF)
Ivins, Phillips & Barker 
Jan. 27, 2023 "The key is managing the natural conflict between a company's settlor role and the plan fiduciary's role. The business goal is for a cost-effective and swiftly executed annuity purchase, and the fiduciary's goal is to select a safe and secure annuity. To resolve the competing goals, the plan fiduciary must have a carefully crafted fiduciary process." |
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