Guest jjren Posted August 28, 2008 Posted August 28, 2008 We have a hospital client who was just asked by the PBGC to provide a LONG of documentation (val reports, plan docs, assets, demographic information etc.) as part of the PBGC's monitoring of health care organizations that sponsor DB plans. Have you gotten a similar request and can you give me any info on the process. They have given about a 3 week time frame. Thanks, jjren
Effen Posted August 29, 2008 Posted August 29, 2008 My hospital clients have received similar requests. I guess I didn't think the request was too onerous; they just wanted a copy of the plan document and the most recent valuation. The bigger question is why are they asking? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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