601 - Plan Terminations for Small Plans

Member Price $300.00
Non-Member Price $200.00

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.


Michael S. Clark

River and Mercantile

Derek N. Guyton

Edward M. Pudlowski

MorningStar Actuarial Consulting, LLC

James L. Jones - EY

Tasha Eurich


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