Pension Plan De-Risking 101: It’s Time to De-Risk Your Pension Plan Benefits

Michael is a Director and Consulting Actuary in the Denver, CO office of P-Solve. Michael has worked with a number of clients across various industries on all aspects of their retirement programs. He is an experienced actuary and has consulted on the financial risk management of defined benefit plans as well as retiree medical plans. He has also consulted on defined contribution design issues along with nonqualified retirement and deferred compensation plans. Michael has presented at industry and professional association conferences on the topics of plan administration and pension risk management and has had several articles published in major trade magazines. Michael is a Fellow of the Society of Actuaries, an Enrolled Actuary and a Fellow of the Conference of Consulting Actuaries. Michael graduated magna cum laude from Brigham Young University with a degree in Statistics.

Terry Dunne is the Managing Director of the Rollover Solutions Group at Millennium Trust Company with responsibility for the development of Millennium’s comprehensive automatic rollover product.

With over 35 years sales and marketing experience in the financial services industry, Terry has been published by several organizations including the American Society of Pension Professionals and Actuaries (ASPPA), Sage’s Compensation & Benefits Review, and International Foundation for Employee Benefits Plans on a number of retirement plan topics including plan terminations, locating missing plan participants, un-cashed checks, and de-risking of DB Plans.

Terry holds a bachelor's degree in economics from the University of Notre Dame, an M.B.A. in accounting and finance from the University of Chicago, and a master's degree in taxation from DePaul University. He has previously held the Certified Public Accountant®, Certified Financial Planner® and Personal Financial Specialist® designations.

Larry Hamilton is a partner in Mayer Brown’s Corporate and Securities practice and Insurance Industry Group. He focuses his practice on mergers, acquisitions, corporate governance and regulatory compliance of insurance companies. In addition, he regularly advises clients in connection with reserve financings, insurance-linked securities, pension de-risking transactions and public and private offerings of equity, fixed-income and hybrid securities. Mr. Hamilton has a 50-state insurance regulatory practice and also speaks and writes regularly in the field of insurance regulation.  Mr. Hamilton graduated, with honors, from the University of Chicago Law School in 1996 and was admitted to the Illinois Bar in 1996.  He received an A.B. summa cum laude in History from Harvard College in 1977.

Rocke Blair is Practice Leader and Lead Consultant for Healthcare clients in the Midwest for White Oak Advisors.  Prior to joining White Oak Advisors, Rocke served as Regional Vice President for Transamerica Retirement Solutions/Diversified for 20 years and has been in the employee benefits industry over 25 years.  He brings experience of the vendor marketplace and industry background working with healthcare organizations, manufacturing, financial institutions and non-profit organizations.

Rocke has worked with clients who have complex retirement plan structures including defined contribution plan (profit sharing, 401(k), 403(b), 457) and defined benefit plans.  His specialty is the consolidation of multiple plans onto a single recordkeeping platform for optimizing plan sponsor resources, plan efficiencies and improved reporting while improving the retirement outcome for plan participants and effectiveness for plan sponsors.

He is a member of the American Society of Pension Professionals & Actuaries, founding member of the Cincinnati Retirement Professionals Association and frequent speaker on, “Mitigating the emerging liabilities from an aging workforce” at regional plan sponsor conferences and webinars.

Rocke has the Certified Employee Benefits designation from the International Foundation of Employee Benefits and the Wharton School; an MBA from Capital University in Columbus, OH; a B.A. in Chemistry and a degree in Business from Indiana University as well as the Certified Behavioral Finance Analyst designation from the Allianz Global Institute of Behavioral Finance. He lives in Cincinnati with his wife and two children where he enjoys the outdoors; cycling, running & golf; and continuing education.