H2C Perspectives: Arbitrage Opportunity for Underfunded Defined Benefit Pension Plans​

 

Presenter: Jamie Sullivan, H2C

Friday, April 20, 2018 from 12:00 PM - 1:00 PM EDT

 

 

 

 

 

The VA-DC HFMA chapter will host a free webinar on Friday, April 20, 2018. This session will invite organizations that 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 the discussion with the following:

 

Learning Objectives
 

• Identify financing alternatives for underfunded pension plans.

• Understand the potential value to plan sponsors of offering lump-sum payments to, or purchasing annuities for, recipients with modest benefits.

• Evaluate PBGC premium costs relative to borrowing costs for underfunded pension plans.

 

To download Jamie's recent article on pension obligation bonds, "H2C Perspectives: Pension Obligation Bonds: Abritrage Opportunities for Underfunded Pension Plans," click the article icon or click here.

 

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 broad range of healthcare organizations.

 

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 strategic capital planning and capital markets advisory services, including a special focus on assessments for pension obligation bonds and EMR financings, as well as sell side, buy side and partnership M&A strategies.