Archived Insight | June 1, 2023

Securing Your SFA Assets

With the Special Financial Assistance (SFA) program application review process well underway and some plans in receipt of SFA funds, trustees may have questions about managing their plans, including approaches for solvency, as well as risk management and investment strategies that may better position the plan for success.

This webinar tackled the unique challenges and opportunities facing these plans.

You’ll come away with an understanding of:

Implications of SFA for the short- and long-term solvency prospects of affected plans
Investment approaches intended to advance solvency beyond 2051
Investment strategies that reduce volatility for mature plans with high net cash outflow
Benefit or liability-driven investing strategies, including cashflow matching and dynamic asset allocation
The importance of matching investment strategies to the unique risks SFA funds face

Webinar Replay

Speakers

Susan Boyle, SVP, Actuary and Multiemployer Retirement Practice Leader, Segal
David Palmerino, VP, ALM and Risk Management, Segal Marco Advisors
Benjamin Patzik, VP, Global Portfolio Solutions, Segal Marco Advisors
Rick Pietrzak, SVP, Segal Marco Advisors

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Don’t have time to watch a video right now? No worries. Here is a copy of the slides from this session.

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.