Tag: Defined benefit

Adviser Product Partnerships

Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team upon alternative investment offering.

Understanding PRT: Fiduciary and Admin Considerations

When transferring pension risk via a full or partial buy-in or buy-out, plan sponsors have a fiduciary obligation to ensure the transaction is implemented in compliance with the Employee Retirement Income Security Act.