Termination of Retirement Plans Demystified

ASPPA [American Society of Pension Professionals & Actuaries]

Speaker: Kelsey Mayo, J.D. , Partner,  Poyner Spruill

Description: Join us for an insightful webcast that delves into the intricacies of terminating retirement plans. This session will provide a comprehensive overview of the technical requirements involved in the retirement plan termination process. From compliance considerations to participant communications, this session will guide you through the key steps and best practices to ensure a smooth and compliant retirement plan termination.

Learning Objectives:

• Understand the regulatory landscape of a plan termination.
• Navigate administrative challenges that may arise.
• Explore communications that may be required or helpful for informing plan participants.

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