Help Make Your Business Better

As a small business owner, we can help you increase efficiency and lower expenses with pension risk transfer.

Create More Stability for Your Pension Plan With Pension Risk Transfer

As a small business owner, you have enough responsibilities on your plate. Pension risk transfer can be an effective pension plan alternative to save you time and money. Pension risk transfer allows you to replace pension benefits paid to your pension participants with annuity payments from an insurer.

With pension risk transfer, you can:

Reduce or eliminate the uncertainty and impact of plan volatility on your company's balance sheet
Free up plan time, allowing you to focus more on your core business activities
Reduce your need for additional resources as the complexity of regulation increases
Include full-service benefit administration and services for participants
Provide guaranteed cash flows for your participants

Give Us a Call 513-361-6769

Terminal Funding Group Annuity for Your Participants With PensionAssist™

We can offer you a great business solution for pension risk transfer.¹ PensionAssist^TMis a guaranteed single premium group annuity that allows your company, as the plan sponsor, to replace pension benefits you would pay pension participants with annuity payments from Western-Southern Life Assurance Company. This product solution offers your company some important benefits:

As plan sponsor, your company is no longer subject to Pension Benefit Guaranty Corporation (PBGC) premiums and other administrative expenses for transferred liabilities.
Pension liability is completely removed from your company's balance sheet.

Let's Partner Together

Our financial strength, longevity and experience with life insurance and other financial products and services make us an ideal partner to help support the financial stability of your small business. We look forward to working together to help you further explore the option of using PensionAssist^TM for your pension plan participants.

For more information about pension risk transfer, please contact:

Warner Off
Warner.Off@westernsouthernlife.com
513-629-1452

David DiMartino
David.Dimartino@westernsouthernlife.com
513-361-6769

Why Pension Risk Transfer From Western & Southern?

As a small business owner, you’re always looking for ways to save time and money. Western & Southern is a Fortune 500 company with a heritage of 130 years of financial strength that can help you increase efficiency and lower expenses with pension risk transfer. We’ve been helping successful business owners like yourself build more financially secure companies since 1888.

IMPORTANT DISCLOSURES

¹ Ultimate guide to retirement: When can I access my pension money? Accessed September 19, 2019.

Pension Risk Transfer allows a company to transfer their pension risk to another financial institution for handling. The PensionAssist™ product is handled only by the Financial Planning department. No financial representatives are allowed to sell this product. This product is a single premium group annuity issued by Western-Southern Life Assurance Company.

Group Annuity Contract ENT-02 1406 and Group Annuity Certificate ENT-02 1406 ICERT, ENT-02 1406 DCERT Western & Southern Life's PensionAssist™ is a group annuity issued by Western-Southern Life Assurance Company. Amounts contributed are deposited in the general account. The underwriting risks, financial and contractual obligations and support functions associated with the annuities issued by Western-Southern Life Assurance Company are the issuing insurer's responsibility. Any payment obligations or guarantees are contingent on the claims-paying ability of the insurer. Product features may vary by state. Not available in Massachusetts. Information provided regarding products and services is not intended to take the place of any agreements governing such products or services.

Western-Southern Life Assurance Company operates in DC and all states except AK, ME, NH, NY and RI.