Pension plan strategy considerations: illiquid investments and termination exit paths

A white paper titled "Pension Plan Strategy Considerations: Illiquid Investments and Termination Exit Paths" was published in Pensions & Investments and sponsored by Gallagher GBS Financial. The document is directed at institutional pension plan decision-makers and addresses how plans holding illiquid assets can approach the question of plan termination and the exit options available to them.

The source material provided for this summary consists almost entirely of the publisher's and sponsor's disclosures. The body of the white paper's analysis, including specific figures, asset classes, termination mechanics, or recommendations, is not included in the text available for this report, so this summary cannot describe the paper's specific findings.

Gallagher Fiduciary Advisors, LLC, an SEC-registered investment adviser and wholly owned by Gallagher Benefit Services, Inc., is identified as the investment advisory provider. The disclosures note that GFA may pay referral fees to employees of Arthur J. Gallagher & Co. or affiliates, and that such payments do not change GFA's fee. Consulting and insurance brokerage services are noted as provided by Gallagher Benefit Services, Inc. and its Canadian affiliate.

Pensions & Investments notes that the white paper's authors are solely responsible for its research and conclusions, and that the publication's inclusion of the paper does not constitute a recommendation or endorsement of any company, product, or service. Downloading the white paper shares the reader's contact information with the content sponsor.