601 - Small Plan Terminations - PBGC and Non-PBGC Plans

Speakers cover small plan terminations for PBGC and non-PBGC plans. We will review the general steps to consider when terminating a pension plan. Some issues to be covered are participant notification, distribution of plan assets, communication with service providers, compliance with PBGC regulations and participant education.

Speakers:

David M. Davala

Trinity Pension

Justin F. Greindl

Fidus Actuarial Solutions

Lance Paul Roteman

National Professional Planning Group

Meredith J. Sesser

Meredith J. Sesser, a Professional Law Corporation

Credits:

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