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Webcast: Plan Terminations
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10/18/2011
When: 10/18/2011
11:00 AM


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Presented by David Lipkin, FSA, MSPA, EA
Date: Tuesday, October 18, 2011 at 11:00 a.m. CT

Closing a plan is the final piece of administering a retirement plan. Handling plan terminations for either defined benefit or defined contribution plans may be one of the most important and costly pieces of administration. In this session, we will review the following plan termination issues:

  • Updating the plan documents and the required notices to participants.
  • Processing timelines
  • Whether to submit the plan to the IRS for Approval upon Termination
  • Handling the benefit calculations and distributions
  • How to deal with oddities (lost participants, unallocated assets, etc) and
  • Successor plans

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