101 - Penn and Exit: Making a Pension Plan Disappear

Every show has its finale and for some pension plans that time has come. In this session, we’ll explore the key steps, strategic considerations, and regulatory requirements involved in terminating a defined benefit pension plan. From preparing the stage with a review of the data and prepping the plan document, to managing the spotlight of compliance and participant communications, and lastly to lowering the curtain with an annuity purchase. You’ll gain insights to ensure a smooth plan termination.

Speakers:

Jeremy P. Olszewski

Fidelity Investments

Joseph C. Anzalone

Gallagher

Kerri Dantos

Prudential

Ms. Alexandra Hyten

Prudential

Rebecca Bak

Fidelity Investments

Credits:

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