by Michael Clark and James Walton | Dec 12, 2022 | Annuity Purchase, In The News, Pension Plan, Uncategorized
Managing Directors, James Walton and Michael Clark were quoted in a recent piece published by Pensions & Investments regarding fiduciary due diligence of insurers participating in the pension risk transfer market. Click here to read the full article (Subscription...
by James Walton | Dec 5, 2022 | Annuity Purchase, Pension Plan, Uncategorized
Introduction Private Equity (“PE”) firms and other alternative asset managers, have become increasingly involved in the Pension Risk Transfer (“PRT”) market in recent years. Several insurers are at least partially owned by or have strong relationships with PE...
by Michael Clark, Joe Anzalone and James Walton | Dec 1, 2022 | Annuity Purchase, Pension Plan, Uncategorized
What kind of due diligence do plan sponsors need to perform on potential insurers before they transfer their pension liabilities to them? Watch our short video below to understand what you need to know. Check Out Our Other Perspectives INVESTMENT ADVISOR: ...
by Michael Clark, Joe Anzalone and James Walton | Oct 27, 2022 | Annuity Purchase, Pension Plan, Uncategorized
It’s important for pension plan fiduciaries to understand who the various service providers are in an annuity purchase and what options fiduciaries have in selecting them. Watch our short video below to understand what you need to know. Check Out Our Other...
by Michael Clark, Joe Anzalone and James Walton | Aug 22, 2022 | Annuity Purchase, Pension Plan, Uncategorized
It’s important for pension plan fiduciaries to understand their responsibilities when selecting an insurer as part of an annuity purchase transaction. Watch our short video below to understand what you need to know. INVESTMENT ADVISOR: Investment advisory...
