◀ The Principal Blog

Posts from the ‘Defined Benefit’ category

Be an Advocate for Retirement Plans that Work



“An object at rest or in uniform motion will remain in that state unless an external force acts upon it.” Newton’s First Law of Motion, 1687, translated from Latin Isaac Newton was experimenting with inanimate objects when he discovered the laws of motion. But we in the retirement industry…

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From Frozen to Terminated – Effective Execution of a DAA Strategy



Terminating a hard-frozen defined benefit (DB) plan starts with getting  an appropriate asset allocation strategy.  This is where Dynamic Asset Allocation (or DAA) comes into play. A DAA strategy helps plan sponsors transition from equity to bond investment options as their plan’s funding…

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