Arbitrage Opportunity for Underfunded Defined Benefit Pension Plans

VA-DC HFMA – Free Chapter Webinar

A VA-DC HFMA Hosted Webinar

Recorded: April 20, 2018


This session will invite organizations who offer defined benefit pension plans to consider options for addressing related funding challenges. It will review premium savings scenarios and include multiple case study examples for various financing and debt restructuring mechanisms.

Learning Objectives:
• Understand financing options for funding gaps in underfunded pension plans
• Understand potential value to plan sponsors to offer lump-sum payments or purchase annuities for small benefit recipients
• Be able to evaluate PBGC premium costs relative to borrowing costs to fund underfunded pension plans

CPE – 60 min Specialized Knowledge



Jamie Sullivan

Jamie Sullivan

Managing Director

Jamie Sullivan is a Managing Director in the NY office of H2C. With over twenty years of healthcare banking experience, Ms. Sullivan provides strategic advisory, merger and acquisition advisory, and capital markets services to a variety of healthcare clients.

Prior to joining H2C, Ms. Sullivan was a Managing Director in the Health Systems Group at Cain Brothers LLC where she provided advisory services to a variety of healthcare clients. Ms. Sullivan is experienced in providing assessments for pension obligation bonds, EMR financings, sell side and buy side M&A, strategic capital planning, and capital markets services to her clients.

Access Instructions

Access instructions will be included in the confirmation email.


Free Chapter Webinar


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This webinar will be available on-demand. This means that webinar will be recorded and sent out to all registrants, even if they register after the live webinar has occurred, or if they cannot make the time and date set for the live webinar.

Upcoming Events

  1. VA/DC HFMA Networking – Hardywood Microbrewery

    January 17, 2019 6:00 pm - 8:00 pm EST
  2. 2019 Spring Conference and Health Plan Summit

    March 13, 2019 - March 15, 2019