termination Overview

Freeze Plan Benefit Accruals and Amend Plan Document

 

Finalize Accrued Benefit Calculations

 

Establish Short-Term Investment Philosophy

 

IRS and PBGC Plan Termination Requirements

 

 PBGC Notice of Intent to Terminate

 PBGC Notice of Plan Benefit

 IRS Notice to Interested Parties

 IRS Form 5310 and 6088

 PBGC Standard Termination Notice

 Annuity Placement

 PBGC Notice of Annuity Information

 PBGC Post Distribution Certification

 

For a detailed explanation for each of the items listed above, and a copy of our article published in The Actuarial Digest, please send an email to drumas@mcactuaries.com

 

Midwest Consulting Actuaries, Inc.

2052 45th Street, Suite I

Highland, IN 46322

 

Indiana Phone: 219.227.6059

Illinois Phone 630.868.8597

E-mail: drumas@mcactuaries.com