◀ The Principal Blog

Posts tagged ‘Termination’

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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From Frozen to Terminated – Three Key Events



Most DB plan sponsors that freeze their plan want to terminate it completely someday. Terminating the plan allows plan sponsors to: Pay plan participants the benefit they have earned. Eliminate the liability that they have had to manage as part of the plan. There are a lot of moving pieces…

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