Preparing for PRT

Recent publications by Prudential and others have focused on the “what” and the “why” of pension risk transfer, describing the types of solutions that are available and the trends that are driving increased interest in de-risking. After briefly recapping the what and why, this insight series will focus on the “how,” outlining the steps involved in the most complete form of pension risk transfer: a buy-out transaction. Whether or not a buy-out is imminent, there are preparations a plan sponsor can undertake to make a future transaction easier and to shorten the timeline for execution.

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Preparing for Pension Risk Transfer

Recent publications by Prudential and others have focused on the “what” and the “why” of pension risk transfer, describing the types of solutions that are available and the trends that are driving increased interest in de-risking. After briefly recapping the what and why, this insight series will focus on the “how,” outlining the steps involved in the most complete form of pension risk transfer: a buy-out transaction. Whether or not a buy-out is imminent, there are preparations a plan sponsor can undertake to make a future transaction easier and to shorten the timeline for execution.

The Five Myths Holding Back Plan Sponsors

This insight series demonstrates that the conventional wisdom about de-risking DB plans is often false. Invalidating the five myths discussed in this paper can help broaden the range of options that DB plan sponsors are willing to evaluate when formulating their long-term pension strategies. A wider range of options is essential to providing sponsors with the flexibility they need to achieve their long-term DB objectives.

Perspectives Newsletter

Perspectives Newsletter, October 2016

Perspectives Newsletter, January 2017

Perspectives Newsletter, April 2017