Fiduciary Considerations for Pension Risk Transfers

February 21, 2024

So you’re considering an annuity purchase for your pension plan? How do you make sure you’ve checked all of your fiduciary boxes for selecting an insurer? Come listen to our nationally recognized annuity purchase experts on what you need to make sure you’ve addressed to cover your fiduciary responsibility.


Michael Clark
Managing Director
Joe Anzalone
Managing Director
James Walton
Managing Director

INVESTMENT ADVISOR:  Investment advisory services are provided by Agilis Partners LLC, an investment advisor registered with the US Securities and Exchange Commission.

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