You’re invited to our May 13th Webinar! | PRT: Market Stability, Regulation, and Future Outlook – Reserve My Seat!
A knowledge hub to find insights, trends, and data around the industry’s most important and timely topics.
Through partnerships with industry thought leaders and agencies, we provide pensions, insurance companies, and third-party administrators free and unlimited access to a range of publications, webinars, case studies and white papers. Berwyn University will offer Continuing Education (CE) Credits which further demonstrates our commitment to professional development, thought leadership, and industry progression.
Connection is at the core of our approach, as we partner with other organizations in our industry to provide important information about the market. We stand not only as industry leaders but as dedicated contributors to advancing methods, ideas, and approaches in our field.
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Upcoming Webinars
Join Our Live Discussion – What’s happening on the hill: PBGC, NCCMP, Morgan Lewis
Thursday, August 15th from 12:00 to 1:00pm CDT
This webinar brings together industry leaders to discuss strategies for navigating today’s pension risk transfer (PRT) landscape. Our expert panel will share insights on current regulatory frameworks, the role of data integrity in successful transactions, and market opportunities to achieve long-term pension security.
Key takeaways:
- Learn actionable steps to prepare for a PRT
- Gain clarity on PRT regulations from a certified examiner
- Understand the trends shaping the future of PRT deals
- Have your questions answered in a live Q&A session
Panelists include:
- Travis Jones, Senior Consultant of PRT, Aon
- Glenn O’Brien, Head of Risk Transfer, Prudential
- Ken Cotrone, Insurance Certified Supervising Examiner, Connecticut Insurance Department
- Lane Kent, General Manager of Insurance, Berwyn
*Bonus* CE credits can be earned by attending this webinar.
Here’s where to find us:
NCTR System Directors Meeting
June 11-13, 2025 in Sacramento, CA
The National Council on Teacher Retirement (NCTR) is constituted as an independent association dedicated to safeguarding the integrity of public retirement systems in the United States and its territories to which teachers belong and to promoting the rights and benefits of all present and future members of the systems.
NASRA
August 9-13, 2025 in Seattle, WA
NASRA is a non-profit association whose members are the directors of the nation’s state, territorial, and largest statewide public retirement systems. The winter meeting includes analysis, forecasts, and overviews of current federal legislative and regulatory activities.
CEFLI
September 15-16, 2025 in San Diego, CA
CEFLI’s Annual Conference is designed to bring compliance and ethics professionals, industry experts, educators and key state and federal regulators together to share their expertise, develop solutions and share potential leading practices on the issues their peers have identified as the top compliance and ethics issues facing the industry.
NCTR
October 4-7, 2025 in Salt Lake City, UT
The National Council on Teacher Retirement (NCTR) is constituted as an independent association dedicated to safeguarding the integrity of public retirement systems in the United States and its territories to which teachers belong and to promoting the rights and benefits of all present and future members of the systems.
On-Demand Resources
Webinar Recording: What’s Happening on the Hill: PBGC, NCCMP, Morgan Lewis
Webinar panelists include: Jim Donofrio, Director, Negotiations & Restructuring Actuarial Dept., PBGC, Mariah Becker, Director of Research and Education, NCCMP and Randall McGeorge, Partner, Morgan Lewis & Bockius LLP
Keeping up with the numerous recommendations, regulations, and guidelines can be challenging for any fiduciary. Hear industry leaders discuss the most crucial topics and provide clear insights on the expectations and regulations surrounding them.
Webinar Recording: Overpayments – Regulations, Response, Ramifications
Webinar panelists include: Norman Stein, Legal Director and Senior Policy Advisor at Pension Rights Center and Brigen Winters, Principal at Groom Law Group.
Unreported deaths are increasing. The decline of the Death Master File and the rise of disparate data sources have made it more challenging than ever for pension plans to identify decedents and locate missing participants/beneficiaries. But inaccurate data can lead to costly overpayments that could threaten the longevity of the fund. Industry experts will explain best practices for preventing overpayments, partnering with your beneficiaries when an overpayment is made, what the regulations and SECURE 2.0 require, and the rights of the pensioner.
Webinar Recording: Your Checklist for Pension Risk Transfer
Webinar panelists include: Travis Jones, Senior Consultant at Aon, Ellen Kleinstuber, Principal & Chief Actuary at Bolton, Ruth Schau, Senior Director Pension Solutions at Pacific Life Insurance, and Greg Cunningham, Senior Sales Executive at The Berwyn Group.
2023 was another record year with over 800 Pension Risk Transfers completed, a 30% increase from 2022. Insurer PRT participation has doubled over the past decade as a result of PRT growth. Whether new or experienced in the PRT market, this webinar is a must see for insurers and plan sponsors as industry experts explain what you should know when considering a PRT and what you should do after the decision has been made.
Industry Resources
Partnership & Speaking Opportunities
Partnering with industry experts broadens our insight into crucial educational resources, creating comprehensive professional development. Together, we can navigate the evolving landscape, empowering individuals with diverse expertise for sustained success. If you have insights you can share through a webinar or article, let’s connect.
Submit a Topic
Looking for a topic we haven’t covered yet or need a deeper understanding of one we’ve already covered? We’d like to hear from you! Please use our contact form here and let us know what topic(s) you’d like to see in the future.