An independent review of your pension plan allows a different set of eyes to examine your plan, which often means valuable insight into the plan’s health and management. It is like getting a second opinion from a reputable auto mechanic known for expertise and reliable, trustworthy service.
Outsourcing your pension plan’s administration offers confidence in knowing your participants are fully supported, and your plan is being administered accurately, efficiently and cost-effectively.
Pension risk transfer sales continue to break records, as the market grew another $14.2 billion in the first quarter of 2024. If you’ve been contemplating de-risking your defined benefit pension plan, now is the time to develop a successful pension risk transfer strategy.
If a single employer overfunded pension plan is terminating and its participants and beneficiaries are on track to receive full benefits, the employer will likely ask if the excess is theirs.
