Posts tagged ‘contributions’

turkey, black friday, plan

Thanksgiving, Black Friday and a Retirement Strategy



‘Tis the season. The planning is under way. To be honest, the planning started long before now. It actually started around the same time the department stores started decorating for the holidays which seemed to begin just after Labor Day this year. I don’t remember how it got started but for…

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So You’ve Frozen Your DB Plan – Now What? (Part 2)



There are generally three steps to terminate a defined benefit (DB) plan.  Today, let’s take a look at the first step– evaluating the cost. Step 1– Evaluating the cost of terminating a DB plan The cost to terminate a DB plan is generally more than the cost to fully fund a hard frozen plan. …

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