Posts tagged ‘participant’

From Frozen to Terminated—the Administrative Process



In my last few blog posts, I’ve talked about the key events involved in executing a defined benefit (DB) plan termination. Those events are: Execute on your asset allocation strategy. Dynamic Asset Allocation is a common method used to help reduce risk as a DB plan approaches termination.…

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Does your company have a “Harriet”?



Bundling has benefits.  If you’ve followed my last few posts, you’ve seen how bundling a defined benefit (DB) plan with one service provider can mean cost and time savings, increased oversight and better overall service for the plan sponsor.  Another advantage of bundling is eliminating a…

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