Posts tagged ‘purchases’

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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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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