◀ The Principal Blog

Posts tagged ‘DB’

Pension Defenestration: Ejecting Risk Through Lump Sum Windows



I was unwinding from a long day of discussing lump sum windows with defined benefit (DB) plan sponsors, when I happened upon the “Story Notes” edition of the epic movie Braveheart. If you’re unfamiliar, Story Notes are interesting factoids that appear at the bottom of the screen throughout…

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Odd Law Aims to Smooth Highways and Pension Funding



There are a lot of questions surrounding the recently passed Highway and Transportation Funding Act of 2014 (HATFA). The first may be how to pronounce it. Is it a short “a” like “hat”? As in, “You’ll need a HATFA outside, it’s cold!!” Or is it a long “a” like “hate”? As in,…

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