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Finding a 'Goldilocks' Solution to the Plan Termination Deficit vs. Surplus Challenge
October Three Consulting
Oct. 25, 2018 "One obvious strategy for managing the risk of overfunding is to under-contribute to the plan ... Another strategy that may be used to reduce market-driven uncertainty as to a plan's funded status is liability driven investments ... The master strategy to get to full-funding-but-no-surplus on termination is to reduce plan risk by gradually changing the plan's asset strategy as the plan approaches full funding." MORE >> |
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