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 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 Andrew Lape | Nov 18, 2022 | Pension Plan, Uncategorized
A summary and discussion of our article regarding the detrimental effects of pension plan funding relief provisions in 2023. Check Out Our Other Perspectives INVESTMENT ADVISOR: Investment advisory services are provided by Agilis Partners LLC, an investment...
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...