◀ The Principal Blog

Posts tagged ‘Strategy’

So You’ve Frozen Your DB Plan – Now What? (Part 2)



There are generally three steps to terminate a defined benefit (DB) plan.  Today, let’s take a look at the first step– evaluating the cost. Step 1– Evaluating the cost of terminating a DB plan The cost to terminate a DB plan is generally more than the cost to fully fund a hard frozen plan. …

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Social media – you only get out of it, what you put into it!



I’m fortunate that my job allows me to travel around the country and talk with financial services professionals about how and why they should use social media. One of the questions I field the most is, “how much time will it take?”, but what you really want to know is: “is it worth my…

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