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.

Securing Your SFA Assets

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

Get the Slides

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

Download Now

See more insights

Businessman Leading A Discussion In A Boardroom

Considerations for Expanding Small Pension Cash-Out Rules

PBGC premiums are rising. Are you leaving savings on the table? See how a rule change about small pension cash-outs can cut multiemployer plan costs.

Retirement, Multiemployer Plans

Read Full Insight

African American Businessman Smiling While Analyzing Graphs On Laptop

Model Pension Plan's Funded Status Jumps by 7 Points

In Q2 2025, the funded status of our model private sector single-employer pension plan rose 7 points to 105%. Learn why in the latest Prism.

Retirement, Corporate, Investment

Read Full Insight

Meeting With The CEO In The Office At The Construction Site

Pension Plan Funding Policy a Win-Win for All Parties

See how Segal helped union and management trustees of a billion-dollar building trades fund find common ground and avoid costly arbitration.

Retirement, Benefits Administration, Multiemployer Plans

Read Full Insight

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.