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

  • LIVE WEBCAST: 03 December 2019

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  • 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
Webcast details
  • Title: Recipe for Pension Risk Transfer Savings – Are In-Kind Bond Transfers the S

  • Date: 03 December 2019

  • Language: English

  • Time: 02:00 PM - 03:00 PM EST

Webcast contact
  • For further information regarding this webcast please contact:
  • Mercer webcast team
  • @Mercer webcast team