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Workplace InsightsTM:
A Road Map for Effectively Managing a Frozen Pension Plan

Executive Summary

More organizations are evaluating whether to freeze their plans - either closing them to new entrants or discontinuing accruals for some or all of their employees. This paper provides a four-step road map for deliberate sponsors who want to implement an effective strategy for managing their frozen pension plan – with the goal of either terminating the plan or managing costs and risks over a longer time horizon.


  • Evaluating goals
  • Understanding the liability and other key pension metrics
  • Implementing an asset/liability investment approach
  • Executing and monitoring the revised investment strategy
This White Paper is for:
  • Plan sponsors who are closing their pension plans to new entrants
  • Plan sponsors who are discontinuing accruals for some or all of their employees
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