Navigating Pension Plan De-Risking: Significant Implications to Employers and Retirement Policy

Broadcast Date: Thursday, September 22, 2016 from 3:00 pm to 5:00 pm (ET)
Terry Dunne
Robert Goldbloom
Ruth S. Marcott
Sarah N. Lowe


About Millennium Trust Company

Millennium Trust Company is a leading Automatic Rollover IRA provider for retirement plans. Our solutions are tailored for open, terminated and abandoned plans and help plan sponsors comply with DOL Safe Harbor requirements for automatic rollovers. We work with a wide range of professionals and offer a full complement of solutions to address such plan related issues as: missing participants, uncashed checks, benefit distributions and notification services. For more information, please visit our web site at


About Penbridge Advisors

Penbridge Advisors is a specialist pension information and advisory services firm founded in 2013.

Penbridge provides independent analysis and advice to help defined benefit plan sponsors make balanced, well-informed decisions regarding whether, how and when to de-risk their plans.

Penbridge also supports other plan advisors in a complementary way enabling them to provide coordinated, comprehensive pension de-risking information and advice to their existing plan sponsor clients. And it has advised insurance company and LDI investment managers on pension risk transfer.

Penbridge maintains the only industry database focused on the US pension risk transfer market. The database is designed to help sponsors and their advisors to become informed about the PRT market and to consider possible risk transfer solutions. It is free of charge to registered users as well as participating insurance companies.


About Felhaber Larson

Felhaber Larson is a full-service law firm located in Minneapolis & St. Paul with a more than 70-year history of serving clients. They offer a full range of services, with a strong emphasis on employee benefits, labor & employment law, business law and transactions, real estate, business, health law and civil litigation.

The Felhaber brand is Small Firm Relationships, Large Firm Impact. That's the promise they deliver to all of their clients who range from Fortune 500 companies to small businesses, start-ups and individuals.


About Kilpatrick Townsend & Stockton LLP

Kilpatrick Townsend is a multi-practice international firm of 650 attorneys, with 18 offices in the United States and abroad. The firm’s Employee Benefits & Executive Compensation attorneys work on behalf of clients throughout the United States and internationally in all areas of employee benefits, executive compensation and ERISA litigation, representing a cross section of businesses, ranging from Fortune 100 public companies to family-owned businesses and start-up companies. The diverse and innovative client base they support provides cutting-edge work that keeps them at the forefront of critical developments in the field. The team’s primary service areas include, Business Transactions, ERISA Litigation, Executive and Deferred Compensation, Fiduciary Counseling, Health & Welfare Plans, Pension Fund Management, and Retirement Income Plans.