Retiree Lump Sums: How do they change the journey? | Mercer

Retiree Lump Sums: How do they change the journey?

Retiree Lump Sums: How do they change the journey?

Recorded: 09 April 2019

  • Overview
    • The IRS has opened the door for retiree lump sum windows.  We will discuss what the rules are, when such windows make sense, and how they fit into the larger risk management picture.
  • Why attend
    • Retiree lump sum windows are again a viable tool for pension risk-reduction. Our experts will help you understand the considerations and when these types of strategies may make sense.
  • Speakers