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
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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 |