Posts tagged ‘Service Provider’

HZ1226BoostRetPlan

Whose Plan is it Anyway?



My kids introduced me to “Whose Line is it Anyway?”— an improvisational comedy with some very talented improv actors like Wayne Brady, Ryan Stiles and Colin Mochrie. When they take the stage together, the chemistry is hilarious. I was thinking about the title, though. With such talent,…

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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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