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View More ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

The End is Near! Mastering the Art of Plan Terminations

ASPPA [American Society of Pension Professionals & Actuaries]

Aug. 21, 2019
Recorded Online

It’s so hard to say goodbye — and terminate a plan. Whether a defined contribution plan or a defined benefit plan, it’s important to understand the steps necessary to properly terminate the plan and make sure you have a solid timeline. Communication is key both between TPA and client, and client and participant. But, whatever you do, don’t blow the PBGC deadlines or the ending could be tragic!

Key Takeaways:

  • Nail down the ideal timing goals for the best termination experience.
  • Communicate with clarity and prepare for Plan B.
  • Remember how to manage the PBGC and satisfy its timing requirement.

Speaker: Alison J. Cohen, J.D., CPC, Partner, Ferenczy Benefits Law Center

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