Pension Risk Transfer PBGC vs State Guarantee Association Protections

July 5th, 2024

How do the protections backing pension promises change once they’re transferred from a company to an insurance company? Check out this primer with James Walton, Joe Anzalone, and Michael Clark from Agilis with what you need to know about these backstops.

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

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

The information contained in this document is strictly confidential. The information contained herein may not be reproduced, distributed or published by any recipient for any purpose without the prior written consent of Agilis Partners LLC.

PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS.

The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a guide to future performance. No representation, warranty, or undertaking, express or limited, is given as to the accuracy or completeness of the information or opinions contained in this document by Agilis Partners LLC or any of its partners or employees and no liability is accepted by such persons for the accuracy or completeness of any such information.