Posts tagged ‘Defined Benefit’

Guest Blog: Where is Asset Allocation Going? An Infographic



Five years ago, my firm, CREATE Research, first partnered with Principal Global Investors to examine trends within the asset-management industry. Many things have changed since 2009; one of the biggest changes has been how defined benefit and defined contribution plans have altered their approach…

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So You’ve Frozen Your DB Plan – Now What?



You likely chose to freeze your defined benefit (DB) plan for a variety of reasons – cost of capital, volatility of contributions, balance sheet impact – but have you considered what comes next? There are two primary options: Terminate the plan and pay all the benefits in full – which…

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