Data: Not an Infinite Problem; there is an Endgame

Data: Not an Infinite Problem; there is an Endgame

Data: Not an Infinite Problem; there is an Endgame If the recent glut of superhero movies has taught us anything, it is that with great power comes great responsibility. Most pension plan fiduciaries tend to focus their responsibilities on plan assets. They exercise...
Is Your Defined Benefit Plan Ready for Termination? Part V

Is Your Defined Benefit Plan Ready for Termination? Part V

Is Your Defined Benefit Plan Ready for Termination? Part V Part 5 – Data Quality and Conclusion This post is the last in a 5-part series on plan termination readiness. In prior weeks, we discussed funded status [Part II and Part III] and plan administration [Part IV]....
Is Your Defined Benefit Plan Ready for Termination? Part V

Is Your Defined Benefit Plan Ready for Termination? Part IV

Is Your Defined Benefit Plan Ready for Termination? Part IV Part 4 – Plan Administration This post is the fourth in a series on plan termination readiness. Previously, we discussed both the level and the risk of the plan’s funded status. This week, we’ll be...
Is Your Defined Benefit Plan Ready for Termination? Part V

Is Your Defined Benefit Plan Ready for Termination? Part III

Is Your Defined Benefit Plan Ready for Termination? Part III Part 3 – Funded Status Risk This post is the third in a series on plan termination readiness. Last week, we discussed the plan’s funded status. This week, we’ll be focusing on the risk of changes in...
Is Your Defined Benefit Plan Ready for Termination? Part V

Is Your Defined Benefit Plan Ready for Termination? Part II

Is Your Defined Benefit Plan Ready for Termination? Part II Part 2 – Funded Status In last week’s post, we started with an overview of four areas pension plan sponsors need to understand about the plan termination process. This week, we will be going deeper on...
Don’t Let Your Frozen Pension Plan Leave Participants in the Cold

Don’t Let Your Frozen Pension Plan Leave Participants in the Cold

Don’t Let Your Frozen Pension Plan Leave Participants in the Cold Is your DC plan ready for your pension plan’s termination? For sponsors of frozen pension plans, the DC plan becomes an increasingly important source of retirement income for many of your...