◀ The Principal Blog

Posts tagged ‘Annuity’

From Frozen to Terminated—Final Risk Transfer



My last post discussed step two in the defined benefit (DB) plan termination process. Now it’s time to look at the final step of a hard-frozen DB plan termination—the final risk transfer. This involves paying out plan benefits to participants in order to satisfy the liabilities associated with…

Read more

From Frozen to Terminated—the Administrative Process



In my last few blog posts, I’ve talked about the key events involved in executing a defined benefit (DB) plan termination. Those events are: Execute on your asset allocation strategy. Dynamic Asset Allocation is a common method used to help reduce risk as a DB plan approaches termination.…

Read more

Recent