Posts tagged ‘strategies’

Be an Elephant with your defined benefit plan – don’t forget!



2013 was a great year for defined benefit (DB) plans.  A recent report by Mercer said that pension plans of the S&P 1500 companies are now 95% funded, up from 74% a year ago.  Fueled by record high stock market levels, strong contributions by plan sponsors and modest increases in interest…

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So You’ve Frozen Your DB Plan – Now What?



You likely chose to freeze your defined benefit (DB) plan for a variety of reasons – cost of capital, volatility of contributions, balance sheet impact – but have you considered what comes next? There are two primary options: Terminate the plan and pay all the benefits in full – which…

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