Wednesday May 28, 2014 from 10:00 AM to 10:30 AM EDT

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Lisa Kay 
Findley Davies, Inc. 


Pension Plan De-risking & Terminated Vested Buyouts: Why Now? 

Pension plan sponsors continuously monitor risk exposure and make informed decisions about risk tolerances each year.  This very fluid process includes evaluating:
  • Terminated vested payouts
  • How to administer a terminated vested buyout
  • Active, vested and retiree funded status trigger points
  • Annuity purchase options
  • Advantages of partial settlements
Changes in PBGC Premiums and mortality basis may impact decisions going forward.

Who Should Attend?

This one-half hour webinar is designed for defind benefit plan sponsors with financial, board, or human resources responsibilities related to pension plans.


Matt Klein, FSA, EA, Managing Consultant in Findley Davies’ Actuarial Services Practice, is a fequent presenter and author on evolving pension plan strategies.  He has extensive experience consulting on retirement benefit programs and providing actuarial services related to the design, installation, and plan administration of qualified and non-qualified retirement plans.

Mark Ohnsted, ASA, MAAA, Principal and leader of Findley Davies’ Defined Benefit Administration Practice has more than 25 years of experience.  He has leveraged technology and processes to minimize risk and cost, allowing clients to become more strategic and less administrative.