Pension risk transfer (PRT) transactions are becoming more popular as a way to offload pension liabilities and focus on core business. However, with their complexity, PRT strategies can pose significant risks if mishandled.  When looking to execute a PRT transaction, it’s essential to understand potential pitfalls and implement strategies to avoid them. Here’s a concise...Read More

Planning for retirement is one of the most important financial decisions you will make. One of the most common retirement savings structures is the Defined Contribution (DC) plan, which plays a crucial role in ensuring financial security during your post-working years.  Unlike traditional pension plans, where benefits are predetermined, DC plans place the responsibility of...Read More