Terry Dunne, Managing Director – Automatic Rollovers, Millennium Trust Company to Speak at KC’s Navigating the Pension Plan De-Risking: Significant Implications
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Terry Dunne, Managing Director – Automatic Rollovers, Millennium Trust Company will speak at the Knowledge Group’s webcast entitled: “Navigating the Pension Plan De-Risking: Significant Implications to Employers and Retirement Policy.” This event is scheduled for Thursday, September 22, 2016 @ 3:00 PM to 5:00 PM (ET).
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Terry Dunne, Managing Director – Automatic Rollovers, Millennium Trust Company will speak at the Knowledge Group’s webcast entitled: “Navigating the Pension Plan De-Risking: Significant Implications to Employers and Retirement Policy.” This event is scheduled for Thursday, September 22, 2016 @ 3:00 PM to 5:00 PM (ET). For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=1703
About Terry Dunne
Terry brings over 35 years of sales and marketing experience in the financial services industry to his role developing the firm’s comprehensive automatic rollover product.
Before joining Millennium Trust, he served as director of marketing and client service at Harris Associates, and also held positions at Chicago Title and Trust, Arthur Andersen, and Harris Trust and Savings Bank.
Terry has written on a number of retirement plan topics including plan terminations, search efforts for missing plan participants, uncashed checks, and bankruptcy and abandoned plans. His work has been published by the American Society of Pension Professionals and Actuaries (ASPPA), Sage’s Compensation & Benefits Review, International Foundation for Employee Benefits Plans, National Association of Bankruptcy Trustees, and Thomson Reuters’ Westlaw Journal.
He holds a bachelor's degree in economics from the University of Notre Dame, an M.B.A. in accounting and finance from the University of Chicago, and a master's degree in taxation from DePaul University. He has previously held the Certified Public Accountant®, Certified Financial Planner® and Personal Financial Specialist® designations.
About Millennium Trust Company
Millennium Trust Company is a leading Automatic Rollover IRA provider for retirement plans. Our solutions are tailored for open, terminated and abandoned plans and help plan sponsors comply with DOL Safe Harbor requirements for automatic rollovers. We work with a wide range of professionals and offer a full complement of solutions to address such plan related issues as: missing participants, uncashed checks, benefit distributions and notification services. For more information, please visit our web site at www.mtrustcompany.com.
The interest in pension plan de-risking continues to heighten among corporate sponsors across the United States, as plan sponsors look for ways to reduce volatility on the balance sheet, in net income and in cash contributions. Two of the de-risking strategies that employers may engage include offering lump-sum distributions and/or transferring liabilities to a third party insurer. These strategies offer clear advantage to plan sponsors, but may also pose potential pitfalls on the company's retirement policy. To avoid unnecessary risk and volatility, companies must select the strategy that best suits their needs and will carry them through the next years to come.
This course offers an overview of the latest trends, critical issues and best practices on navigating pension plan de-risking. A panel of thought leaders and practitioners will help firms better understand the significant implications of de-risking to employers and retirement policy.
In a two-hour live Webcast, the speakers will discuss:
Pension Plan De-risking – An Overview
Pension Plan Liabilities and Benefit Obligations
Pension De-Risking Strategies
Managing Risk and Opportunities
Legal Challenges and Risks
About The Knowledge Group/The Knowledge Congress Live Webcast Series
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/
Thomas LaPointe, Jr., Executive Director
Therese Lumbao, Director
Account Management & Member Services