Meeting Details

Schedule/Additional Infoexpand_more
ASPPA Webcast: Plan Mergers & Terminations: When We Need to Say Goodbye to a Plan-OD
2.00 ASPPA
April 1, 2020 To April 1, 2021
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner – Ferenczy Benefits Law Center Experience

Level for Attendees: Intermediate

Target Audience: TPAs, administrators, advisors, recordkeepers

Keywords: plan termination; plan freeze; PBGC; partial termination

IRS Program Number: CZTXU-Q-01155-20-O

Description: Winding down a plan can be a perplexing and difficult task. The law relating to plan terminations and partial plan terminations can be confusing. What is the difference between a terminated plan and a frozen plan? Are there best practices relating to merging plans? This session will discuss the ins-and-outs of a plan’s “twilight time” and how to handle some of the complexities that can arise when you must say goodbye to a plan.

Recorded webcasts are available for one year after their live air date.

  • List Price: $204.00
  • Member Price: $124.00
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