Plan Terminations: Effectively Guiding Plan Sponsors Through the Process

ASPPA [American Society of Pension Professionals & Actuaries]

When must participants be fully vested and which participants are eligible? When can final distributions be made? How can missing participants or those who do not respond be handled?  Should a terminating plan be submitted for an IRS Determination Letter? Many plan sponsors do not understand the process for terminating a qualified retirement plan. It is essential for plan professionals to understand the legal and administrative requirements, timing and practical issues to effectively guide their clients through the process. This webcast will refresh and update your knowledge, focusing on what you can do to help plan sponsors navigate the plan termination process.

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