Pension Risk Transfer

Are you the CEO or CFO of a small to medium sized business? Do you currently have a defined pension plan?

Are you worried about the risk to your business associated with the plan such as longevity risk for plan participants, fees for administration and investment management, regulation, and corporate tax reform? We can potentially help you with a pension risk transfer.

A pension risk transfer through an insurance company typically involves the purchase of a group annuity. This gives the business several benefits including avoiding volatility, paying pension obligations, and allows the business owner to focus on their core business.

Let us and our team of professional contacts help you make an informed decision about potentially reducing risk to your business.

Contact us today to get started!