Investing through a plan termination 

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The end is just the beginning: Investing through a plan termination

With more and more plan sponsors in a position to terminate their pension plans, it is important to have a framework for an appropriate investment strategy in place during the plan termination process. We outline the key challenges that a plan termination brings and shows how following a formal five step framework to set, implement, and monitor the strategy can be a useful tool for actuaries and investment consultants/managers to employ.