Recipe for Pension Risk Transfer Savings – Are In-Kind Bond Transfers

Recipe for Pension Risk Transfer Savings – Are In-Kind Bond Transfers the Secret Sauce ?

Recipe for Pension Risk Transfer Savings – Are Asset-In-Kind Transfers the Secret Sauce?

Live Webcast: 03 December 2019

  • Overview
    • Funding of an annuity purchase:  Cash vs. Asset-in-Kind (AIK). 

       
  • Why attend?
    • This webinar will provide insight into the growing trend of asset in-kind  (AIK) transfer from an investment, pension risk transfer and insurer point of view to answer the following questions:

      • What are the benefits of AIK vs. cash?
      • What should be considered when deciding to fund a transaction with cash or AIK?
      • Should an insurer-ready LDI portfolio be implemented prior to an annuity purchase transaction?
  • Who should attend?
    • People who are responsible for Defined Benefit plans

       
  • Speakers
    • Matt McDaniel, , CFA, FSA, (Moderator) Pension Risk Strategist – Mercer 
      Brian J. Curran , CFA, Managing Director – Prudential
      Jay DiNunzio , Pension Risk Transfer Specialist – Mercer
      Andrew Scheufele, CFA, FSA , CFA, FSA, Investment Strategist – Mercer