◀ The Principal Blog

Posts tagged ‘options’

Are you suffering from holiday fatigue?

I admit it – I have holiday fatigue. As a child the holiday season was about specific events. On Thanksgiving we had the traditional holiday meal. When Christmas rolled up next we had a great day. But it was just that, a day. Occasionally we would all pile in the Plymouth and go to the…

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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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