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…
Benefit Plan Administration | Compliance & Monitoring | Defined Benefit Plans | Health & Welfare | User Guide
DOL Audit
When your number is up and the DOL comes knocking, will you be in the minority of DB plan sponsors with satisfactory responses to their inquiries, or might you be…