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At a Glance: Retiree Lump Sums Back on the Table

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The article above is a summary of Retiree Lump Sum Windows: Analytics, Elections, and Adverse Selection in Defined Benefit Pension Plans.

Retiree lump sum windows can provide financial benefits to plan sponsors while offering additional spending flexibility to participants. Because of IRS released guidance during 2019, plan sponsors now have another way to de-risk their pension plans.

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Sources: Aon analysis as of March 2020; Adverse selection analysis conducted by Aon in 2019 and 2020.