Event

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?

Moderator
Robert Lichtenstein, Partner, Morgan Lewis

Presenters
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

Contact
For more information or to register for this event, please contact Olive To at oto@morganlewis.com.

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