Posts tagged ‘Asset’

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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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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