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Is Your Defined Benefit Plan Ready for Termination?

Is Your Defined Benefit Plan Ready for Termination?

Part 1 of a 5 part series looking at the challenge facing plan sponsors; when and the how will plan termination occur, and how do you prepare for it. In other words: what do frozen plan sponsors need to do to make “the End” a good one?

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The Importance of Hiring an Independent Actuary

The Importance of Hiring an Independent Actuary

As with many professional industries, pension actuaries / firms have a variety of experiences with their clients that lead to a range of comfort levels/expertise. Some actuaries/firms have developed PBGC premium savings strategies, investment strategies or...

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Reasons to Hire an Institutional Investment Advisor

Reasons to Hire an Institutional Investment Advisor

Many defined contribution retirement plan sponsors choose not to work with an institutional investment advisor. In this note we explain why unadvised plan sponsors could be patsies in the game of picking skilled active managers: the pros are likely eating their lunch.

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