Plan sponsors thinking about terminating their pension plans should be planning several years ahead to manage the financial consequences most effectively. They need to understand the total cost of settling the benefit obligation and how to avoid stranding assets or last minute cost surprises by managing investment risk. Learn how funding and investment strategies become intertwined as a plan nears termination and why one cannot be designed effectively without the other.

At the conclusion of this session, attendees should be able to:

• Explain the need for integrating funding and investment strategies when facing plan termination;
• Describe appropriate funding strategies for the pension plan endgame; and
• Advise plan sponsors on considerations for funding and investment strategies when considering plan termination.

Speakers