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A 2024 Pension Risk Transfer Industry Whitepaper by DIETRICH Seizing Opportunities in a Dynamic Market This whitepaper explores the evolving landscape of pension risk transfers (PRTs), covering not only the short-term trends from 2022-2024, but also the longer-term perspective of where the industry is going and the impact on plan sponsors, advisors and participants. Multiple...
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When it’s time for an organization to consider an exit strategy with its frozen pension plan, it will inevitably rely upon its advisors and service providers to assess the feasibility of various terminal funding options. A plan sponsor might look for input from its actuary, plan administrator, investment advisor and ERISA attorney.
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