◀ The Principal Blog

Posts tagged ‘funding’

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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So You’ve Frozen Your DB plan – Now What? (Part 3)



In my past few blogs, I’ve been discussing some of the strategies that Defined Benefit (DB) plan sponsors can consider in order to terminate their plan.  There are generally three steps a plan sponsor can take. Today, I’d like to discuss the second step – develop a funding strategy.…

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