Mar 3, 2015 | defined benefit plans, Exclude from Blog Main, Pension Plan Optimization
As an executive with oversight responsibilities for a frozen pension plan you begin to see the light at the end of a long journey – plan termination is near or winding up. You climbed that mountain of pension liability, now fully funded through cash contributions,...
Feb 17, 2015 | defined benefit plans, Pension Plan Optimization
Much has been written in recent years about fee transparency within retirement plans, with the overwhelming majority of the focus centered on defined contribution plans. This is a result of law changes aimed at getting record keepers and investment advisors to more...
Aug 8, 2014 | Exclude from Blog Main, Pension Plan Optimization
Increasing benefits costs, market volatility, and ever changing compliance regulations all add risk to managing your company’s pension plan. You don’t want to be caught underfunded, non-compliant, or paying too much for administrative fees. In a survey late last year...