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...
View ArticleSo 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...
View ArticleSo You’ve Frozen Your DB plan – Now What? (Part 3)
In my past few blogs, I’ve been discussing some of the strategies that Defined Benefit (DB) plan sponsors can consider in order to terminate their plan. There are generally three steps a plan sponsor...
View ArticleFrom 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...
View ArticleSo 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...
View ArticleSo 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...
View ArticleSo You’ve Frozen Your DB plan – Now What? (Part 3)
In my past few blogs, I’ve been discussing some of the strategies that Defined Benefit (DB) plan sponsors can consider in order to terminate their plan. There are generally three steps a plan sponsor...
View ArticleFrom 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...
View ArticleRime of the Dynamic Asset Allocation Mariner
My favorite poem in high school was The Rime of the Ancient Mariner by Samuel Taylor Coleridge. OK…I actually didn’t read much poetry in high school. But I do remember head-banging to the Iron Maiden...
View ArticleEnd of the Pension Funding Holiday Road
Everyone loves vacation. Some subset of everyone also loves the 1983 film National Lampoon’s Vacation starring Chevy Chase. In case you haven’t seen NLV (if such a thing is even possible) the plot...
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