Posts tagged ‘Annuity Purchase’

Not Sure I’m “Buy-in” All of These Claims About Buy-in Annuities



A recent reading of marketing materials for a pension annuity product known as a “Buy-in” unexpectedly took me on a trip down memory lane. Like many children growing up in the 1970s, after getting home from school I would make a bee-line to the TV to watch reruns of cartoons and sit-coms on the…

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From Frozen to Terminated – Three Key Events



Most DB plan sponsors that freeze their plan want to terminate it completely someday. Terminating the plan allows plan sponsors to: Pay plan participants the benefit they have earned. Eliminate the liability that they have had to manage as part of the plan. There are a lot of moving pieces…

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