PS Posted January 13, 2022 Posted January 13, 2022 Hi, We have terminating plan were there are few deceased part's some of the vendor's do not accept deceased part account. I believe PBGC does accept however how do I get a contact which I can refer the client to. Thanks
david rigby Posted January 13, 2022 Posted January 13, 2022 Identify the correct beneficiaries. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
PS Posted January 13, 2022 Author Posted January 13, 2022 There are no beneficiaries and client want the funds to be sent to PBGC and looking for a contact.
Mike Preston Posted January 14, 2022 Posted January 14, 2022 Why wouldn't you handle contact with the PBGC? What service are you providing to the client?
PS Posted January 14, 2022 Author Posted January 14, 2022 I assist with the plan termination and we generally have our client contact PBGC directly but I have one client who wants a contact at PBGC.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now