Investing | March 22, 2017

Managing Risk While Investing For Governmental Retirement Plans

Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there may be unexpected risk that comes along with such arrangements. 

Investing | March 21, 2017

DB Plan Clients See Lump Sum Favorability Shift

The IRS prohibits DB plans from paying lump sums to in-pay retirees and beneficiaries,” but many terminated vested participants will view lump sums as attractive.”