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Despite the successful run for financial markets, rising Pension Benefit Guaranty Corporation (PBGC) rates and longevity risk has been a strain on pension plans and their ability to maintain their funding ratio. Plan sponsors are increasingly looking for solutions to reduce their obligations, including transferring risk to insurers.

The Pension Plan De-Risking, North America 2020 Report features first-hand accounts from pension professionals, as they discuss the obstacles that they face in today's market and the many solutions that they are turning to as a means of reducing their risk exposure.

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SECTION 1


FINANCIAL MARKETS

1.1 INTERVIEW: In the hot zone: Reacting to the shock market disruption of the coronavirus
- John Streun, Director, Global Equities, Employees’ Retirement System of Texas

1.2 INTERVIEW: Supply chain shocks, coronavirus and market disruption: Where do we go from here?
- Donald Lindsey, Chief Investment Officer, American Institutes for Research

1.3 INTERVIEW: Where are investors left to turn with bond yields at new lows?
- Joaquin Lujan, Co-Head of Alpha Team/Director of Rates and Credit, Public Employees Retirement Association of New Mexico

1.4 INTERVIEW: How pension funds view private equity in the post-market correction era
- Chris Schelling, Director, Private Equity, Texas Municipal Retirement System

SECTION 2


PLAN STRUCTURES

2.1 INTERVIEW: How can sponsors determine if freezing their pension plan is the right move for them to make, and what are the residual effects?
- INVITED: Harshal Chaudhari, Chief Investment Officer, Global Pensions, GE

2.2 ROUNDTABLE: What is the process, costs, and impact of a plan termination?
- INVITED: Marty Burns, VP, Human Resources, CSW Industrials
- INVITED: Gerri Burruel, VP & Director, Benefits, McKesson Corporation

2.3 INTERVIEW: What are the benefits of spinning off active participants with smaller pension accruals into an entirely new plan?
- INVITED: Dirk Locascio, Chief Financial Officer, US Foods

2.4 INTERVIEW: What are plan sponsors doing to protect in-plan annuity holders against longevity risk?
- INVITED: Martin McInnis, Executive Director, CSS Pension Plan
- INVITED: Brent Godson, Director, Investments and Financial Management, CSS Pension Plan

SECTION 3


IN SEARCH OF NEW SOLUTIONS

3.1 INTERVIEW: Can pension plans afford to shift from long duration bonds into other asset classes to maintain cashflow and funding levels?
- Sara Smithson, Senior Manager, Pension Investments, Raytheon

3.2 INTERVIEW: How do alternative investments fit into LDI strategies?
- Peony Keve, Investment Officer, Private Equity, Massachusetts Pension Reserves Investment Management

3.3 INTERVIEW: Are superfunds a viable alternative to insurers for transferring pension risk?
- Michele Hirons-Wood, Head of Pensions, UK Power Networks

3.4 INTERVIEW: How do ESG strategies fit into today’s bond investment strategies?
- Andrew Russell, Director of Fixed Income, Pensions Board – United Church of Christ

SECTION 4


TROUBLE AHEAD?

4.1 INTERVIEW: Does a 13% funded pension plan stand a chance of meeting its obligations in the long-run?
- INVITED: David Eager, Executive Director, Kentucky Retirement Systems

4.2 INTERVIEW: Is the accelerated pace of risk transfers and windups of healthier plans putting the PBGC in peril?
- Aliya Robinson, Senior Vice President, Retirement and Compensation Policy, ERISA Industry Committee

Andrew Russell

Director of Fixed Income, Pensions Board – United Church of Christ

Harshal Chaudhari

Chief Investment Officer, Global Pensions, GE

Marty Burns

VP, Human Resources, CSW Industrials

Gerri Burruel

VP & Director, Benefits, McKesson Corporation

Dirk Locascio

Chief Financial Officer, US Foods

Martin McInnis

Executive Director, CSS Pension Plan

Brent Godson

Director, Investments and Financial Management, CSS Pension Plan

Sara Smithson

Senior Manager, Pension Investments, Raytheon

Peony Keve

Investment Officer, Private Equity, Massachusetts Pension Reserves Investment Management

Aliya Robinson

Senior Vice President, Retirement and Compensation Policy, ERISA Industry Committee

Michele Hirons-Wood

Head of Pensions, UK Power Networks

John Streun

Director, Global Equities, Employees’ Retirement System of Texas

Donald Lindsey

Chief Investment Officer, American Institutes for Research

Joaquin Lujan

Co-Head of Alpha Team/Director of Rates and Credit, Public Employees Retirement Association of New Mexico

Chris Schelling

Director, Private Equity, Texas Municipal Retirement System

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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 1931 487 or send a message

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 1931 487 or send a message