Webinars and Events | 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.

Board Directors Having A Meeting With The Team In The Office At The Construction Site

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 FSA 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

Hispanic Woman With Laptop Looking At Bills And Contracts

New Login.gov System Will
Affect e-Filings and e-Payment

Ready for Login.gov? Beginning January 1, 2024, retirement plan sponsors move to a new single sign-on system for certain e-filings and e-payments.

Compliance, Architecture Engineering & Construction, Multiemployer Plans, Healthcare Industry, Higher Education, Corporate, Retirement

Read Full Insight

Team Of Businesspeople Meeting At A Table In The Boardroom

PBGC Proposes Revised Actuarial Assumptions

The PBGC’s proposed changes to its actuarial assumptions would impact both single-employer and multiemployer plans in specific ways. Get details.

Retirement, Compliance, Multiemployer Plans, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

Read Full Insight

Senior Woman Reading Documents

Roth-Only Catch-Up Restriction Delayed to 2026

The IRS has delayed plan sponsor compliance with SECURE 2.0’s Roth-only catch-up rule to 2026. The IRS seeks comments on 4 key issues — get details.

Retirement, Compliance, Multiemployer Plans, Public Sector, Higher Education, Healthcare Industry, Architecture Engineering & Construction, Corporate

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.