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ALIRT Research’s Termination Annuity Issuer Analysis is a service designed for brokers and/or pension plan fiduciaries/trustees engaged in selecting insurance companies to manage employee retirement benefits after pension plan closure or reversion.
This service provides for a thorough and impartial financial analysis of insurers bidding for termination annuity business and ensures a robust procedure supported by independent expertise.
ALIRT Research is included in Watson Wyatt Worldwide’s list of Termination Annuity experts.
The Termination Annuity Issuer Analysis service consists of a report which includes the following:
- ALIRT analyses for every insurance company bidding for the termination annuity policy
- Executive Summaries for every insurance company bidding for the termination annuity policy
- DOL 95-1 comparative screens containing the minimum requirements under “the safest available annuity” guidelines
- Summary pages detailing five-year trends in ALIRT scores, flags and ratings, plus supplementary financials, for a client’s group of termination annuity bidders
- Access to ALIRT Research staff for conference calls prior to the final selection of annuity provider
- Issuing Company State Licensing and State Guaranty Fund Coverage information
To learn more about how the Termination Annuity Issuer Analysis service can aid pension brokers and fiduciaries in their terminal funding decisions, please contact us at info@alirtresearch.com
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