Posts tagged ‘income’

Breaking Down the Jargon: Yield vs. Total Return



Making financial decisions is hard enough for the average investor. What makes it even tougher, though, is investing jargon that many people don’t really understand. “Yield” and “total return” are two good examples. An investor comparing one investment’s yield with another…

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From Frozen to Terminated—Final Risk Transfer



My last post discussed step two in the defined benefit (DB) plan termination process. Now it’s time to look at the final step of a hard-frozen DB plan termination—the final risk transfer. This involves paying out plan benefits to participants in order to satisfy the liabilities associated with…

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