How to Handle a Lump Sum Window
4 Reasons to Offer a Lump Sum Window Lump Sums generally cost less than annuity purchases. Lump sums “de-risk” the plan by transferring investment and longevity risk to participants. Lump…
Defined Benefit Plans
Pension plans in the U.S. have changed considerably over the last decade with many plan freezes, closures, and de-risking strategies. This change has driven many Curcio Webb clients to look differently at defined benefit administration.