Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Text of PBGC Form 10-Advance Instructions: Advance Notice of Reportable Events (PDF)
Pension Benefit Guaranty Corporation [PBGC] [Official Guidance] July 31, 2015
[Must be used for reports due on or after September 1, 2015.] "The Form 10-Advance instructions and Form 10-Advance have been changed to: [1] Remove information requirements that PBGC no longer needs or can gather from public sources. [2] Require that additional supporting information be provided (e.g., event date, notice due date, filing date, and why a filing is late, if applicable). [3] Require additional information relating certain events (e.g., plan document and determination letter for liquidation events). [4] Provide enhanced instructions on the type of actuarial information required to be submitted. [5] Notify filers that they should expect a request for additional information promptly after filing a Form 10-Advance. Filers may choose to include the additional information with the Form 10-Advance filing. [6] Require a signature and certification on the Form 10 as to the completeness and accuracy of the contents of the filing."
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