Posts tagged ‘Lump Sum’

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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But Mom, why do I need to bundle up?



Time. Cost savings. These are all the potential benefits of bundling a DB plan’s service providers.  Bundling can also result in increased administrative oversight - especially in light of the challenges brought on by the Pension Protection Act (PPA).

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