Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law. Our lawyers are nationally recognized to be among the best and brightest, bringing years of government service and corporate experience to bear on our clients' tax problems. We provide seasoned counsel in all major areas of tax law, and we offer prompt and efficient attention, whether with respect to the most detailed and intricate of issues, or for rapid responses to emergency situations.
IPB partner Kevin O'Brien participated in a Q&A with BCG Pension Risk Consultants for their latest Spotlight Series. Kevin described the role IPB has played in pension risk transfer...
United States
IPB partner Kevin O'Brien participated in a Q&A with BCG Pension Risk Consultants for their latest
Spotlight Series. Kevin described the role IPB has played
in pension risk transfer transactions, ranging from our first
voluntary plan termination in 1977, to advising IBM's fiduciary
committee on the purchase of $16 billion in annuity contracts to
fulfill pension obligations in Q4 2022 – the second largest
annuity closeout in US history.
He went on to discuss recent legal developments at the state and
federal levels affecting annuity buyouts as well as related
legislative provisions in SECURE 2.0. The conversation also covers
"buy-in" contracts, annuity provider selection, and
fiduciary concerns in planning for PRT annuity buyouts. Read the full Q&A
here.
Contributor
Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law. Our lawyers are nationally recognized to be among the best and brightest, bringing years of government service and corporate experience to bear on our clients' tax problems. We provide seasoned counsel in all major areas of tax law, and we offer prompt and efficient attention, whether with respect to the most detailed and intricate of issues, or for rapid responses to emergency situations.
