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May 27, 2026

How Insurers Underwrite Pension Risk Transfers (And How to Secure the Best Pricing)

When a plan sponsor moves forward with a pension risk transfer (PRT), the pricing ultimately comes down to how insurers underwrite the liability. Unlike retail underwriting, where the focus is on an individual, PRT underwriting is about evaluating an entire population and projecting benefit payments decades into the future. Each carrier approaches that exercise a...
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