Menu

Recent volatility and uncertainty driven by the emergence of geo-political and market risks, has driven central bankers to hold interest rates at a historical low: both to calm economic concerns and stimulate economic activity. The constrained rate environment however, has impacted greatly on pension sponsors balance sheets and pensions overall investment returns, driving many to explore innovative strategies, new asset classes and sectors to cope with an emerging negative cash-flow environment.

The 7th annual Pension Plan De-Risking North America report, published 30th April 2018, is a peer-to-peer publication for investors. U.S. and Canadian pension plans and corporate sponsors will examine current drivers for de-risking their pension schemes as well as managing liabilities effectively for the benefit of members and the plan’s future. Issues to be discussed include liability driven investing, bulk buy-outs and risk management technology

Download
Report Free

Share with others:

Digging out of a funding hole and looking for the exits

SECTION 1

RAW FACTS ABOUT DE-RISKING TODAY

1.1 INTERVIEW: The impact of corporate tax reform on DB plans and why plan sponsors should have September 2018 on their calendars

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Rohit Mathur, Senior Vice President and Head of Global Product and Market Solutions, Prudential

1.2 ROUNDTABLE: Drivers for today’s annuity buyout market

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Panelists:

CONFIRMED: Melissa Latore-Moore, Principal, Mercer Investment Consulting

1.3 INTERVIEW: Which risk-transfer strategies are gaining the most traction among pension plan sponsors?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Ari Jacobs, Senior Partner, Global Retirement Solutions Leader, Aon Hewitt

1.4 INTERVIEW: Why is the corporate pension funding gap hitting record highs?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Howard Silverblatt, Senior Industry Analyst, Standard & Poor’s

1.5 INTERVIEW: How are public sector pension funding levels faring under current market conditions?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewees:

CONFIRMED: Sussan Corson, Director, Public Finance, Standard & Poor’s

CONFIRMED: Todd Tauzer, Director, Standard & Poor’s

SECTION 2

LESSONS TO BE LEARNED

2.1 ROUNDTABLE: How easy is it to detect and stop pension mismanagement?

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Panelists:

CONFIRMED: Edward “Ted” Siedle, Forensic Pension Investigator

2.2 INTERVIEW: Can the proposed Pension Rehabilitation Administration save heavily underfunded pension plans?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Sherrod Brown, U.S. Senator, Ohio

2.3 INTERVIEW: Is Canada’s trend of eliminating “boomerang risk” a model for the treatment of pensions that purchase annuities?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Serge Charbonneau, Partner - Pension Consulting, Morneau Shepell

2.4 INTERVIEW: Filling the gap - Why some Canadian provinces believe temporary funding relief is a viable solution

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Paula Boyd, Superintendent, Pensions, Nova Scotia

2.5 INTERVIEW: How a state pension buyout program saved taxpayers $35 million

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Candace Albers Smith, Communications Manager & Public Information Officer, Missouri State Employees’ Retirement System (MOSERS)

SECTION 3

WHICH INVESTMENT STRATEGIES WORK?

3.1 INTERVIEW: Is the investment climate too difficult for pension funds to invest their way out of their funding hole?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Steven J. Foresti, Chief Investment Officer, Wilshire Consulting

Howard Silverblatt

Senior Industry Analyst Standard & Poor’s

Paula Boyd

Superintendent, Pensions, Nova Scotia

Serge Charbonneau

Partner - Pension Consulting, Morneau Shepell

Steven J. Foresti

 Chief Investment Officer, Wilshire Consulting

Ari Jacobs

Senior Partner, Global Retirement Solutions Leader, Aon Hewitt

Edward Siedle

Forensic Pension Investigator

Sussan Corson  

Director, Public Finance  Standard & Poor’s

Todd Tauzer

Director Standard & Poor’s

Sherrod Brown 

U.S. Senator, Ohio

Melissa Latore-Moore

Principal Mercer Investment Consulting

Rohit Mathur

Senior Vice President and Head of Global Product and Market Solutions, Prudential

Candace  Albers Smith

Communications Manager & Public Information Officer Missouri State Employees’ Retirement System (MOSERS)

Prudential Financial, Inc. (NYSE: PRU), a United States-based financial services leader with more than $1.3 trillion of assets under management as of December 31, 2017, has operations in the U.S., Asia, Europe, and Latin America. Prudential's diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, investment management, and real estate services. In the U.S., Prudential's iconic Rock symbol has stood for strength, stability, expertise, and innovation for more than a century.

Prudential is the largest provider of pension risk transfer solutions in the U.S., specializing in buy-in and buy-out transactions, and a leading provider of longevity risk transfer solutions for U.K. insurers. Prudential’s risk transfer solutions combine its core strengths in retirement, insurance and asset management.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 688 8511 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

We are always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 688 8511 or send a message

Future Digital Finance 2018 is a conference for digital finance innovators who are paving the way forward at America’s largest financial institutions. Future Digital Finance will give you the tools to navigate this complex industry. Click here to view the 2018 agenda today!