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.