How to Fully Fund and Terminate Your Defined Benefit Pension Plan Today

2023 Annual
Helps you get rid of underfunded DB plans quickly and easily.

The costs of underfunded DB pension plans weigh on corporate financials and keep both the C-Suite and HR distracted from other mission-critical functions, both on a financial and strategic level. Imagine if you could fully fund your plan and terminate it? You would eliminate the uncertainty and volatility from its changing financial liabilities and PBGC premiums. You could also eliminate the administrative burden associated with tasks such as monthly benefit elections, required notices and disclosures, benefit payments, document maintenance, government filings, audits, address updates, and uncashed checks. This session will show you a simple idea that no one ever told you about. Once you see it, you'll be amazed at its simplicity and it just might make you the hero of the C-suite!

Learning Objectives:

  • What are the pension liabilities in simple terms?
  • Why are they volatile?
  • How can you fully fund them quickly and get your plan to termination?

In-person session offerings are on a first-come, first-served basis.

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If a speaker has provided session materials, please visit https://presentations.shrm.org

Date(s) & Time(s): 
Tuesday, June 13, 2023 - 7:30am to 8:30am
Presenter: 

Jeffrey Dorfman

Jeffrey
Dorfman
Location: 
W218
Session Type: 
Concurrent Session
Competency: 
Business (Behavioral)
Intended Audience: 
Mid-Level
Senior-Level
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