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Lump-Sum Windows: Administrative Tips to Consider
Milliman 
Apr. 11, 2017 "Plan sponsors should consider some helpful administrative tips before launching a lump-sum window project: [1] Identify the eligible population; [2] Clean up the data; [3] Seek legal counsel assistance; [4] Determine the duration of your window; [5] Set a manageable deadline; [6] Deliver an announcement mailing; [6] Anticipate participant inquiries; [7] Create the ultimate lump-sum window packet; [8] Prepare for special circumstances." MORE >> |
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