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95-1 Termination Annuity Issuer Analysis

This service, designed for Pension Plan Fiduciaries and/or Pension Consultants, provides a thorough and impartial financial analysis of insurers bidding to manage employee retirement benefits after pension plan closure or reversion.

The 95-1 Termination Annuity Issuer Analysis report, customized to those companies bidding for the termination annuity policy, consists of the following:

  • Two-Page ALIRT Analyses for each insurer,
  • 5-Year Trend Pages, providing more detailed analytics,
  • In-Depth Executive Summaries on each bidding insurer,
  • DOL 95-1 comparative screens containing the minimum requirements under “the safest available annuity” guidelines,
  • ALIRT Scores, Flags, and Ratings summary screens,
  • 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 95-1 Termination Annuity Issuer Analysis service can aid pension plan fiduciaries in their terminal funding decisions, please contact us at info@alirtresearch.com

Services