Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update

Author(s)

Timothy Geddes, FSA, EA, MAAA

Jason Gratson, ASA, EA, MAAA

Ivana Curguz, ASA, EA

Summary

The Society of Actuaries Aging & Retirement Strategic Research Program is pleased to make available an update to a 2014 paper related to changes in the continually evolving pension risk transfer landscape.  This updated report seeks to discuss pension risk transfer in depth and identify key de-risking actions, alternatives and triggers that impact pension risk transfer strategies.  The report was authored by a team from Deloitte Consulting LLP.

Report

Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies

Acknowledgments

The Society of Actuaries would like to thank the Project Oversight Group for their input and guidance on this report:

Gavin Benjamin
David Cantor
Edson Edwards
Kim Gordon
Cynthia Levering
Larry Pollack
Robert Reitano
Faisal Siddiqi
Mary Stone
Lisa Schilling, SOA Pension Research Actuary
Barbara Scott, SOA Sr. Research Administrator
Steven Siegel, SOA Sr. Research Actuary

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