Annuity Lift-Outs

Given the high costs of providing and administering pension benefits, join us for a webinar highlighting considerations when transferring liabilities to a third-party insurer via an annuity buy-out and when implementing annuity purchases.

Topics will include:

• Costs and benefits of annuity lift-outs, including risk transfer, reduction in liabilities, and reduction in administrative/carrying costs
• Settlor and fiduciary decisions involved in annuity lift-outs
• Contracting and negotiation considerations for independent fiduciaries and insurer selection
• Implementation considerations