CFOs Indicate Satisfaction, Likely to Do More

2017 CFO Research Articles

CFO Research, in collaboration with Prudential, surveyed senior finance executives whose companies have purchased a group annuity to transfer pension risk in their employer’s defined benefit plan. Finance executives who have used this strategy report broad satisfaction with the outcomes, with nearly three out of four saying they are very likely to pursue additional pension risk transfer agreements in the years ahead.

Finance Chiefs Express High Satisfaction with Pension Risk Transfers
Finance executives who have transferred pension risk using group annuities report outcomes in line with expectations—and suggest they’ll be pursuing more such agreements in the future.

Economic and Regulatory Climate May Spur Pension Risk Transfer Agreements
Faced with a shifting economic and regulatory environment, many senior finance executives are considering transferring pension risk using group annuities.

The Prudential Insurance Company of America and its affiliates, Newark, NJ