2-D-2 - Plan Termination Consulting and Considerations

To terminate or not to terminate, that is the question. While there is no “one‐size‐fits‐all” answer to this important question, there are several data points and decision criteria that come into play. Panelists at this session walk through many of the important considerations and strategies that come into play in determining whether to terminate, and if so, when to terminate. Pension Plan terminations are on the rise and while there is no “one-size-fits-all” approach on consulting with clients whether to terminate or not, there are certain decision criteria that come into play. Panelists at this session will walk through many of the important considerations and strategies that come into play in determining whether to terminate, and if so, when to terminate.

Speakers:

Joseph C. Anzalone

Agilis

Ms. Hilja Viidemann

Buck

Vaidehi Amit Hoyer

Agilis

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