2-A-1 - De-Risking Investment Strategies

Large and small plan sponsors continue to evaluate strategies to transfer or mitigate pension plan risk. Speakers discuss strategies involving governance, fiduciary considerations, lawsuits about the choice of annuity provider, and DOL’s review of 95‐1. Note that the allocation of EA Core/Non-Core credit depends on the actual content of the presentation.

Speakers:

James Peter Walton

Gallagher

Michael Buchenholz

JPMorgan

Michael S. Clark

Gallagher

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50