601 - Plan Terminations for Small Plans

Member Price
Non-Member Price

Panelists review the process for terminations of small plans that are covered by the PBGC as well as non-PBGC plans. Speakers also review the strategies that can be used for plans that are either underfunded or overfunded, and cover other topics including missing participants, form of payment, final 5500 and tax reporting.


Ben A. Johnson

Plante Moran

Lance Paul Roteman

National Professional Planning Group

Mr. Kevin Joseph Donovan

Pinnacle Plan Design, LLC

Scott Grenier

Plante Moran


CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50