Annuity purchases and Guaranteed Separate Accounts

Article January 11, 2022 Annuity purchases and Guaranteed Separate Accounts Written by James Walton Joe Anzalone Share Introduction Plan sponsors completing an annuity purchase have a fiduciary duty to select a safe insurance provider, and an increasingly common factor in that decision is the use of a Guaranteed Separate Account (“GSA”) by the insurer. A…

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The ease of implementing derivative strategies

Article September 28, 2021 The ease of implementing derivative strategies Written by Ryan McGlothlin James Walton Share Implementing a robust risk management strategy using derivatives is not difficult. In fact, the use of derivatives to prudently manage risk and improve portfolio efficiency is increasingly accepted by institutional investors as a legitimate and powerful concept. However,…

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Basic Derivatives for Pension Plan

Video August 2, 2021 Basic Derivatives for Pension Plan Share Want to understand how derivatives can enhance your pension plan investment strategy? Check out this video that addresses the basic concepts that make derivatives a powerful tool for managing pension plan risk. See our other video here: Introduction to Derivatives Share Derivatives Management Derivatives strategies…

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Derivatives for pension plans: a quick intro

Video August 2, 2021 Derivatives for pension plans: a quick intro Share What are derivatives and how can pension plans use them effectively to customize their risk and return profiles in an efficient and transparent manner? Check out this first video in our series on derivatives for pension plans. Share Derivatives management Tailored risk management…

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Annuity Purchases: DOL 95-1

Video July 22, 2021 Annuity Purchases: DOL 95-1 Share In our next installment of our annuity purchase video series, we explore the requirements of the Department of Labor’s Interpretive Bulletin 95-1 and the standard which plan fiduciaries will be judged when selecting an insurer for the pension liabilities. See our other videos here: Fiduciary Responsibilities…

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COVID-19 and annuity providers

Plan sponsors embarking on an annuity purchase should understand the impact COVID-19 has had on the insurers participating in their transaction and what this means for their safety going forward. Despite the pandemic, 2020 was a robust year for transactions and insurer balance sheets have generally held up.

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Annuity purchases: Fiduciary arrangements

With the second installment of our annuity purchase video series we discuss the different types of roles played by service providers, as well as the fiduciary arrangements they make with the plans they serve.

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