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Tag Archive

Below you'll find a list of all posts that have been tagged as “plan termination”

Ask an Adviser: Can terminating a defined benefit plan be more seamless?

Robin Powell June 17, 2022 Thought Leadership

Learn how to best position a frozen DB plan for termination.

benefits administrationdata errors/ clean-updefined benefit (pension) plansEmployee Benefit Newsgroup annuitieslost participants/ beneficiarieslump-sum windowplan fundingplan liabilitiesplan managementplan terminationrequired minimum distribution (RMD)retirement plans

6 things your pension administrator may not be doing

Robin Powell April 7, 2021 Thought Leadership

Are you getting the most from your defined benefit pension plan outsourcer? Here are six things to check the next time you look under the hood of your relationship.

benefits administrationdefined benefit (pension) plansEmployee Benefit NewsERISAlost participants/ beneficiarieslump-sum windowoutsourcingplan terminationvendor management/ recovery

You’ve frozen your pension — now what? 6 steps in terminating a plan

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA August 25, 2020 Thought Leadership

Each phase of pension plan termination involves numerous decision points and incredible amounts of data-crunching.

benefits administrationBenefitsPROdata errors/ clean-updefined benefit (pension) plansgroup annuitieslost participants/ beneficiarieslump-sum windowplan fundingplan liabilitiesplan managementplan terminationretirement plans
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Strategic Benefits Advisors, Inc. (SBA) offers objective, fee-for-service benefits consulting that combines the experience of big-box firms with white-glove service, enthusiastic attention to detail and cost-effective pricing. We solve our clients' most complex retirement, health and other benefits challenges by mobilizing quickly to develop practical, creative and customized solutions that save money, eliminate unneeded effort and improve stakeholder satisfaction.

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