◀ The Principal Blog

Posts tagged ‘Financial Professional’

Transition to a Smarter Plan Design



Change is difficult. And I’m not talking about the shirt I changed this morning because my wife said the buttons were holding on for dear life. No, I mean the kind of change that reinvents the very foundation we have grown accustomed to for so many years. The foundation that maybe we helped…

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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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