◀ The Principal Blog

Posts tagged ‘participant’

What do lawn mowers and retirement plans have in common?



It’s important to keep true objectives in mind when trying to figure out what people want and need. Most people don’t buy lawn mowers because they want lawn mowers. They buy lawn mowers because they want short grass. Short grass is their true objective. What does this have to do with…

Read more

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.…

Read more

Recent