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Gender Equality Irony: Pension Lump Sum Payments Shortchanging Women



Gender equality in my house starts with the TV remote, which is how I somehow end up watching The Academy Awards every year (probably as payback for The NCAA Selection Program). You don’t have to be a red carpet paparazzo to know that the most notable moment of this year’s Oscars was Patricia…

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Pension Defenestration: Ejecting Risk Through Lump Sum Windows



I was unwinding from a long day of discussing lump sum windows with defined benefit (DB) plan sponsors, when I happened upon the “Story Notes” edition of the epic movie Braveheart. If you’re unfamiliar, Story Notes are interesting factoids that appear at the bottom of the screen throughout…

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