• An Introduction to Pension Risk Transfers
  • October 2, 2018 | Authors: Cynthia R. Shoss; Brian G. Barrett
  • Law Firms: Eversheds Sutherland (US) LLP - New York Office ; Eversheds Sutherland (US) LLP - New York Office
  • Pension plan providers are increasingly focused on de-risking, or transferring risk from, defined benefit plans. In the event a plan sponsor determines to de-risk, several options are available. The most common option in the US is for plan sponsors to purchase a group annuity contract as part of a lift-out.

    In their article for the Fall 2018 edition of Partnering Perspectives, Eversheds Sutherland attorneys Brian Barrett, Cynthia Shoss, Allison Wielobob and Joshua Borden focus on lift-outs and the elements that any plan sponsor needs to be aware of before traveling down this potentially necessary path.