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
Rebecca Bak
Fidelity Investments