Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Benefits and Challenges of Pooled Funding and Risk-Sharing in Collective Defined Contribution Plans (PDF)
Georgetown University Center for Retirement Initiatives May 28, 2021 27 pages. "Like a DB plan, an effective [Collective Defined Contribution (CDC)] plan is overseen by a professional investment management team with targets to pay a percentage of final or average pay annually in retirement.... [T]he objective of this paper is ... to discuss the advantages or benefits of pooling using CDC plans as an example, as well as to acknowledge some of the common pitfalls that need to be managed[.]" |
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