Morgan Lewis Seminars

Pension Risk Transfer Forum

Wednesday, November 11, 2015
8:30–9:00 am | Breakfast and registration
9:00–10:30 am | Program

Join us for an educational session on pension risk transfer hosted by Morgan Lewis, Lockton, and Prudential.

Topics will include:

  • Pension risk transfer strategies
  • Derisking myths that have potential to hold back plan sponsors
  • Fiduciary considerations
  • What is the right time to transfer risk?
  • What steps can a plan sponsor take to prepare for pension derisking?

Robert Lichtenstein, Partner, Morgan Lewis

Deana Calvelli, AIF, CEBS, Vice President, Lockton Retirement Services
Scott Gaul, SVP and Head of Distribution, Pension Risk Transfer, Prudential Retirement
Mark Simons, Of Counsel, Morgan Lewis

For more information or to register for this event, please contact Olive To at

CLE credit: CLE credit in FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.