Perspectives

Webinar: 20 Years Post PPA: How Your Pension Has Evolved from a Liability to an Asset

Authors

Cheryl Hanson, CPA

Cheryl Hanson, CPA

Managing Director, Client Services

Kevin Schuman, CFA

Kevin Schuman, CFA

Director, Client Services

Rick Ratkowski, CFA

Rick Ratkowski, CFA

Managing Director, Investment Strategies

Get Insights in Your Inbox

20 Years Post PPA: How Your Pension Has Evolved From a Liability to an Asset — P&I Custom Content Webinar with NISA

Twenty years after the Pension Protection Act, the results are remarkable for many plan sponsors. Funded status has recovered to pre-GFC levels, while funded status volatility has fallen dramatically. What was once an unpredictable balance sheet liability has become, for a growing number of organizations, a strategic asset. In this webinar, we cover the 20-year shift in funded status and allocation, the evolution of pension risk, the real value of surplus and what comes next.

The materials from the presentation are available upon request.

Because website cookies affect the ability to view some content displayed on our website, you will need to accept all cookies to view the playback video.

Cheryl Hanson, CPA

Cheryl Hanson, CPA

Managing Director, Client Services

Cheryl’s 30-plus-year career includes more than 20 years of delivering high-quality service to NISA’s clients with a focus on growth initiatives and implementation of customized investment…

Kevin Schuman, CFA

Kevin Schuman, CFA

Director, Client Services

With more than 25 years at NISA, Kevin has dedicated his career to delivering quality service to clients. He oversees client relationships, primarily for defined benefit…

Rick Ratkowski, CFA

Rick Ratkowski, CFA

Managing Director, Investment Strategies

With more than 20 years of investment experience, Rick oversees strategy development and the design and implementation of customized investment solutions for a broad array of…

Share

Partner With NISA

Discuss Your Portfolio Objectives with Us

Insights to Your Inbox

Receive timely updates from NISA delivered to your inbox. Select the topics most relevant to your interests.

Topics of interest(Required)
Name(Required)

We respect your inbox. Unsubscribe anytime.

Agree to Terms

Please review and accept the following to proceed.

I have read and agree to the Terms of Use, Disclaimer, PSRX Disclaimer and Privacy Policy. I am either (i) an investment professional and an employee of an institutional investor, or a consultant to an institutional investor, or (ii) an employee of, or a student in, an institution of higher learning and I am involved in the study, research or teaching of subjects related to investments, finance, or economics. I reside in the United States or Canada. I understand that the information is not and should not be regarded as investment advice or as a recommendation regarding a course of action.

By clicking “Accept” below, you hereby acknowledge, understand and accept the foregoing.