A terminated vested participant is an individual who is vested (entitled to receive a benefit), who meets the plan’s age limit for receipt of benefits and who is not in pay status. The Department has been reviewing defined benefit plans’ policies and procedures related to searching for and getting into pay status terminated vested participants.
Are you up to speed on the U.S. Department of Labor’s Terminated Vested Participant Project and its potential impact? Do you know how to prepare for a TVPP investigation? This is your opportunity to learn all you need to know to make sure your firm is in compliance with the latest requirements.
Join us at noon on Thursday, February 21st for networking, lunch, and an informative presentation. Lois La Londe, Supervisory Benefits Advisor for the U. S. DOL Employee Benefits Security Administration’s (“EBSA”) New York Regional Office, and Avery Neumark, Partner at Marks Paneth, address such key topics as:
- How the TVPP began
- The legal theory behind the project
- What to expect in a TVPP investigation and how to prepare
- The Department’s results on the project
Alston & Bird
90 Park Avenue (btw. 39th and 40th Streets) 15th floor
New York, New York
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