DB and DC Plan Risk Transfer Strategies

Session Date: 
May 10th, 2017 - 8:00AM9:15AM


We will explain the reasons defined benefit plan sponsors are executing DB pension risk transfers in record numbers.

This session will:

  • Describe the new solutions that are available for plan sponsors to reduce the volatility on their balance sheet and ultimately transfer the risk from the company books
  •  Provide client experiences on the decision process and analysis of results of selected solutions
  •  Discuss the issues that auditors should be aware of in preparing the annual audit for a company that has completed a pension risk transfer during the year
  •  Discuss the increase in guaranteed lifetime income options available for participants retiring from defined contribution plans
  •  Teach how individuals can transfer their longevity risk.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Russ Proctor FSA, CFA, FCA, EA, MAAA, Director, Retirement Solutions Division, Pacific Life Insurance Company, Newport Beach, CA 67
Marty Menin Director - Retirement Solutions Division, Pacific Life Insurance Company, Greenwood Village, Colorado 67
Brian O'Neill CERA, CFA, FSA, MAAA, Senior Manager, Deloitte, New York, New York 67

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2