Lump-sum windows: Administrative tips to consider


  • Print
  • Connect
  • Email
  • Facebook
  • Twitter
  • LinkedIn
  • Google+
A lump-sum window is a temporary opportunity for pension plan participants to convert their vested accrued monthly benefit to a one-time lump-sum payment. The lump-sum window could be a “win-win” for both plan sponsors and plan participants. Plan sponsors should consider some helpful administrative tips before launching a lump-sum window program.

Next steps