Services
95-1 Termination Annuity and DC Plan Issuer Analysis
This service, designed for Pension Plan Fiduciaries and/or Pension Consultants, provides a thorough and impartial financial analysis of insurers bidding to take over retirement plan benefits and insurers offering fixed and variable annuity options within defined contribution (DC) retirement plans.
What’s Included
The 95-1 and DC plan reports are customized to those companies bidding for the termination annuity policy or bidding to take over retirement plan benefits. These services consist of the following:View Sample:
ALIRT Analyses on all insurers
- Annual and quarterly customized reports detailing ALIRT scoring trends (0-100)
- Modeling 5 year trends using 50 key performance indicators (KPI’s)
- Industry composites are used to compare insurers from any sector
- ALIRT uses weights and benchmarks embedded in our proprietary model
5-Year Trend Pages for each peer company, providing more detailed analytics
- Concise financial trends in Investments, Operating Performance, Liability & Reserve Analyses and Product Lines
- We let the numbers do the talking in an apples-to-apples set of comparisons.
In-Depth Executive Summaries on each bidding insurer
Combining quarterly written analyses, infographic dashboards of relative trends and scores, identifying out-performance, in-line performance and/or underperformance of all client insurers
DOL 95-1 comparative screens containing the minimum requirements under “the safest available annuity” guidelines
ALIRT quantifies the measures and metrics required to calculate the six factors a fiduciary should consider under the DOL IB 95-1 guidelines for a thorough and impartial investigation
ALIRT Scores, Flags, and Ratings summary screens
ALIRT results for quantitative (scoring trends), qualitative (credit ratings), warning flag assessments and all public credit ratings trends are succinctly summarized to assist pension plans and brokers in the “safest available annuity” investigation
Access to ALIRT Research staff for conference calls prior to the final selection of annuity providers
Issuing Company State Licensing and State Guaranty Fund Coverage information
To learn more about how the DOL 95-1 and DC Plan Issuer Analysis service can aid pension plan fiduciaries in their terminal funding decisions, please contact us at info@alirtresearch.com
How can we simplify your oversight process?
Contact us to find out how ALIRT can meet the insurance carrier oversight or competitive intelligence needs of your business.
