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Making American Retirement Safe Through Pension Risk Transfers

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FSP Members, the archived video recording is available for two years and can be viewed here in the members only area.

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Program Overview

The appeal of defined-benefit plans remains in decline among employers due to their inability to recruit new employees, costly administration, and risks of managing the assets.  Longevity and investment performance continue to add pressure for many plan administrators, and the cost of administration will increase 25% by 2020. Given these conditions, agrowing number of companies are looking to transfer this risk to insurers through Pension Risk Transfer.  With potential tax law changes, 2017 creates an opportunity to talk about pension transfers with clients and prospects.  Many plans are as underfunded as the Social Security system. The transfer provides safety and stability to the American worker for over $2 trillion of retirement funds. 


Attendees will learn:


  • Why pension risk transfers are becoming more prevalent

  • How you can beat competitors to this large market

  • When a plan needs to consider taking the pension risk off the table

  • What you need to do to execute a pension risk transfer


Featured Speaker:

Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a tireless advocate for the retirement planning industry. As executive vice president of retirement products at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. As an industry thought leader, Mike is a sought-after author and speaker. He has written articles for several industry publications, and he also publishes a blog and video series, “Winning Strategies,” which provides weekly business insight and motivation. A collection of his blog posts was published in his book, “Above the Clouds … Winning Strategies from 30,000 Feet.”  With more than 25 years of experience, Mike started his financial services career as a producer and qualified for the Million Dollar Round Table. Prior to joining marketing organizations as a distribution executive, he headed the national annuity distribution for a regional insurance marketing organization and a national brokerage general agency. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics and public policy, and business analysis. He remains active with many professional associations, and is a former member of the National Board of Directors for the Society of Financial Service Professionals. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations.

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