Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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ERISA Section 4062(e): New Provisions and PBGC Enforcement Policy (PDF)
Keightley & Ashner, LLP, for American Benefits Council [Guidance Overview] Mar. 17, 2015
30 pages. Presentation slides. Topics include: [1] PBGC Downsizing Liability: A Brief History; [2] New Law Liability Trigger; [3] New Law Liability Exemption: Small Plans; [4] New Law Liability Exemption: 90% Funded Plans; [5] Reporting of 4062(e) Event; [6] New Law Liability Option; and [7] New Law Transition and Related Rules.
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