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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."

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