◀ The Principal Blog

Posts tagged ‘Defined Benefit’

It’s Tax Day – Time to Celebrate (unless you didn’t do your due diligence)



For individuals and business owners alike, April 15 has been looming large on the calendar since the beginning of the New Year. Over the years, I’ve come to discover that people are generally in one of two camps when it comes to filing taxes: one, those that rush to the mailbox every day looking…

Read more

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…

Read more

Recent