402 - Reopening DB Plans

As DB plans become overfunded and/or companies look to differentiate themselves in the war for talent, a DB benefit can provide retirement security. Speakers discuss why a sponsor may want to reopen their DB plan and discuss creative designs that appropriately balance risk. Notes: Variable Annuity and Market-Based Cash Balance

Speakers:

Aaron Rothstein

Gallagher

Lee D. Gold

Mercer

Mr. Craig P. Rosenthal

Mercer

Mr. Zach Cohen

WTW

Credits:

CPD Credit: 2.00 EA Core Credit: 1.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.00 EA Formal Credit: 2.00