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

Broadcast Date: Friday, November 06, 2015 from 3:00 pm to 5:00 pm (ET)
business suit and tie, compliance
Michael S. Clark, FCA, MAAA, FSA, EA
Terry Dunne
Lawrence R. Hamilton
Rocke D. Blair

SPEAKERS' FIRMS:

About P-Solve

P-Solve is a dynamic, growing actuarial and investment consulting firm.  Our core business is strategic retirement plan consulting for all types of qualified and non-qualified benefit plans. Our clients are located in the US and the UK and have included both for-profit and not-for-profit organizations. Our clients have come to trust and value our independent advice. P-Solve is owned by the UK based River and Mercantile Group.  For more information, please visit our website at https://www.psolve.us.

Website: https://www.psolve.us

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 www.mtrustcompany.com.

Website: https://www.mtrustcompany.com/

About Mayer Brown LLP

Mayer Brown is a leading global law firm more than 1,500 lawyers in offices located across the Americas, Asia and Europe. Mayer Brown has more than 100 lawyers in our Global Insurance Industry Group representing nearly 400 insurers and insurance-related entities with specific insurance and reinsurance transactional, regulatory and dispute resolution issues.

In order to better serve clients in all global markets, Mayer Brown has focused its practice on the representation of insurers, reinsurers, intermediaries, banks and investors. The Insurance Industry Group focuses on the broader life, property and casualty, and offshore insurance fields, handling a range of matters that include strategic mergers and acquisitions, capital raising and insurance regulation, and sophisticated insurance structured finance work (such as sidecars and catastrophe bonds). The group’s mission is to deliver comprehensive interdisciplinary insurance and reinsurance experience through a seamless team-oriented approach that draws upon Mayer Brown’s enormous depth in all related areas of the law.

Website: https://www.mayerbrown.com/

About White Oak Advisors

White Oak Advisors was founded by tenured professionals in the fall of 2004 with the purpose of providing “top shelf” consulting and advisory services to Employers and Plan Sponsors with various types of Defined Contribution and Defined Benefit retirement plans. White Oak is a boutique retirement plan consulting and advisory services firm based in the Midwest who specializes in plan design, fiduciary committee leadership services, plan investment consulting, compliance and regulatory support services as well as provider search services. 

Website: https://www.whiteoakadvisors.com/

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