How the Pension Worm Has Turned: From Deficit to Surplus and the World Beyond
June 9, 2026 – 9:30 am (PST)
We are pleased to invite you to Callan’s Webinar featuring plan sponsor consultant Bill Emmett, CFA, and capital markets specialist Ric Ford, FSA, EA, CFA, FCA, joined by special guests Phil Merdinger, FCA, ASA, MAAA, and Idan Shlesinger, FSA, FCIA, partners at October Three Consulting.
Pension plans have seen an uptick in funded status over the last few years, with many plans now being in a surplus position. As sponsors approach or exceed full funding, understanding how to strategically deploy surplus within the framework of ERISA becomes increasingly important.
This webinar will explore key options on potential uses of this newfound surplus—from contribution relief, benefit enhancements, plan re-openings, to risk transfer—while highlighting real-world considerations and trade-offs.
Join us to learn how leading plan sponsors are turning surplus into a powerful tool for risk management, balance sheet efficiency, and long-term plan outcomes.
