Guest Don N Posted July 11, 2000 Posted July 11, 2000 I am involved with the merger of two multiemployer plans;one plan is administered by my company and the other is not; does anyone have a checklist of items that should be requested from the firm that has been administering the other plan ( this plan is merging into our plan); for example, issues regarding withdrawal liability I would think would be addressed by the other firm ? Are there other items that should be requested ?
Bill Ecklund Posted May 30, 2001 Posted May 30, 2001 This reply is probably too late for your needs, but for future reference you can contact the International Foundation of Employee Benefit Plans at IFEBP.org and request a copy of the outline for Session #59 at the annual conference (Nov. 2000) it is entitled "Pension Fund Mergers" and has a check list of what you are looking for.
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