Posts tagged ‘Consultant’

10 steps to ESOP

10 steps to implement an ESOP at your business



As indicated in my last blog post, I have turned the big five-O.  50.  Half a century.  As a result I am spending more time thinking about retirement than in the past. I have been assured that I am not the first one to reach this milestone.  Business owners hit this same milestone and many need…

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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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