Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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PBGC's Revised Collection of Information Will Require Additional Reporting from DB Plans Offering a Lump Sum Window
Thomson Reuters Practical Law [Guidance Overview] Nov. 1, 2019 "PBGC is: [1] Modifying the 2020 premium filing instructions to require defined benefit plans offering a lump sum window to separately report the number of plan participants in pay status who were offered and elected a lump sum.... [2] Changing the reporting period for risk transfer activity ... [and] [3] Modifying the premium payment filing instructions to require a defined benefit plan to complete a coverage determination request when the plan reports that a premium filing will be the last for the plan[.]" |
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