Arbitrage Opportunity for Underfunded Defined Benefit Pension Plans

April 20, 2018
12:00 PM - 1:00 PM

Reserve your Webinar seat now at:

This session will invite organizations who offer defined benefit pension plans to consider options for addressing funding challenges and de-risking strategies. It will review premium savings scenarios and include multiple case study examples for various financing and de-risking options.
Jamie Sullivan of H2C will lead discussion with the following
Learning Objectives:
• Understand financing options for funding gaps in underfunded pension plans
• Understand potential value to plan sponsors to offer lump-sum payments or purchase annuities for small benefit recipients
• Be able to evaluate PBGC premium costs relative to borrowing costs to fund underfunded pension plans

Jamie Sullivan is a Managing Director in the NY office of H2C. With over twenty years of healthcare banking experience, Ms. Sullivan provides strategic advisory, merger and acquisition advisory, and capital markets services to a variety of healthcare clients.
Prior to joining H2C, Ms. Sullivan was a Managing Director in the Health Systems Group at Cain Brothers LLC where she provided advisory services to a variety of healthcare clients. Ms. Sullivan is experienced in providing assessments for pension obligation bonds, EMR financings, sell side and buy side M&A, strategic capital planning, and capital markets services to her clients.

Future Meetings

Cancellations must be made at least five business days prior to the event in order to receive a refund, otherwise, payment is expected.  If you are unable to attend, please feel free to send a substitute.