Pension Risk Transfer

Announcer:
Promises … They’re what your business is built on.  
One of those promises may be a pension plan for your employees.
A retirement promise to the people who helped build your business.
But times have changed.  Economics may make it challenging to back such financial promises.
We can help.
Pension Risk Transfer solutions may be able to lessen the burdens of a pension program on your organization … handling the administration and even the liability … so you don’t have to. 

Our unique combination of a life insurance company -- and an affiliated Investment Advisor – under one roof -- gives you choices as you plan to transition and reduce your pension obligations. 

The Insurance Company is Western-Southern Life Assurance Company and the affiliated investment advisor is Fort Washington Investment Advisors.  Both members of the Western & Southern Financial Group. And both positioned to help you meet pension plan needs…in different ways.

Fort Washington can help by handling the investment options, providing several investment choices that seek to improve performance – during the time leading up to a Pension Risk Transfer. 

Then, Western-Southern Life Assurance Company can take your plan further, executing the transaction and issuing a group annuity that would make payments to your pension participants – to let you step out of the equation – yet still honor your pension promises.

Dave DiMartino:  
“Hi, I’m Dave DiMartino, Vice President of Institutional Markets at Western & Southern Financial Group.  We collaborate with our affiliated Investment Advisor to provide pension risk transfer solutions to pension plan sponsors like you.  To help you de-risk plans.  And de-emphasize their effect on your business. You see, managing risk is what we does best.  So your company can focus on what it does best.”

Maribeth Rahe:
“And I’m Maribeth Rahe, President and CEO of Fort Washington Investment Advisors.  Fort Washington is the affiliated Investment Advisor of Western & Southern Financial Group.  We can collaborate on this endeavor to help meet your company’s pension-related investment needs.  Our investment experience makes us an ideal partner to help support the financial stability of your business.”

Announcer:
(WSLAC & FWIA logos on screen w/ full co. names)
An insurance company.  And an investment advisor. 
It’s a creative collaboration that gives pension plan sponsors like you the benefits of both worlds.  Together, we can offer you alternatives. And through our insurance company, we can even replace pension payments with annuity payments in a solution called PensionAssist.®  It can help reduce your pension obligation with these advantages:

Stability
Reducing the impact of plan volatility 
on your company’s balance sheet

Efficiency
Decreasing the time you spend on plan administration 
so you can focus on your core business 

Simplicity
Eliminating the need to manage complex regulations 
and participant services

And Guarantees
PensionAssist offers a 100% guaranteed 
payment stream to your participants

Promises. They’re important to us. Because they’re important to you.  
Learn more about how our companies can help your company keep its pension promises to its employees.

Dave:
“Contact us today…”

Maribeth:
“…to help back your pension promises for tomorrow!”