This session will examine how moving from traditional stocks and bonds to liability driven investing can help define and reduce risk for employers managing defined benefit pension plans. The session will include the pros and cons of adopting a dynamic asset allocation that will manage the plan to a funded status benchmark as opposed to capital market benchmark. We will also discuss the financial impact of plan termination strategies including lump sum windows and risk transfer.
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Kevin Mahoney, CIMA
Managing Director, Investments and Senior Institutional Consultant
Raymond James
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As founder of Corporate Advisors Group, Kevin Mahoney joined Raymond James as a Managing Director, Investments and Senior Institutional Consultant in 2015. Kevin brings over 25 years’ experience in the financial services industry. His areas of expertise include fiduciary risk management, ERISA issues, qualified and non-qualified retirement plans, liability driven investing, philanthropic services, employee education and communication.
Kevin led the launch of SHRM 401(k) Solutions by Raymond James. SHRM 401(k) Solutions by Raymond James offers fiduciary investment advisory services to SHRM’s ecosystem. We help employees make meaningful progress towards their financial goals and employers meet their fiduciary responsibilities.