Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

ESOP Valuation Writer
Unique ESOP Valuation Provider
Retirement Plan Processor
T Bank NA
(Dallas TX)
Defined Contribution Account Manager
Nova 401(k) Associates logo
Nova 401(k) Associates
(Houston TX / Dallas TX / Scottsdale AZ / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn

<< Previous news item   |   Next news item >>

Lump Sum Windows: It's in the Details (PDF)
Milliman Link to more items from this source
Jan. 2, 2014

"A one-time lump-sum cash-out opportunity offers many advantages to both participants and plan sponsors ... [P]ractical administrative issues to look at to ensure that the final results match your company's business goals: [1] Condition of data; [2] 'Missing' participants; [3] Choosing the optimal lump-sum window; [4] Milestones and other deadlines; [5] Participant communications; [6] Expectations and definition of success; [7] Activity after window is closed."

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).
© 2020, Inc.