Speaker: Kristina Archeval, Senior Advisor Corporate Finance and Restructuring, PBGC; Andrea Wong, Assistant General Counsel, PBGC; Brad Porter, Lead Systems Accountant, PBGC; Amy Viener, Acting Chief Policy Actuary, PBGC
Experience Level for Attendees: Intermediate
Target Audience: Actuaries and TPA’s whose clients sponsor PBGC-insured plans
Keywords: PBGC premiums, MyPAA, Reportable Events, ERISA 4043, filing requirements, missed contributions, e-filing portal
IRS Program Number: CZTXU-T-01111-19-O
Description: Experts from PBGC will explain reportable events and premium requirements as they pertain to small plans. By understanding what’s required and common mistakes, you can ensure your clients are in compliance and avoid late filing (and late premium filing) penalties. PBGC representatives will also provide helpful tips to make the premium filing process easier for you and your clients (e.g., options for certifying filings, recent enhancements to MyPAA). PBGC will also provide guidance on what to do when a plan sponsor is having financial difficulties.
CE Credits: 1 ASPPA, 1 NTSA, 1 NAPA Relevant Topics, 1 JBEA Noncore, 1 ERPA