Corporate Plan Services

Roadmap to Defined Benefit Plan Termination

Since ERISA was passed 40 years ago, administering and managing a pension plan (ongoing, closed or frozen) has become far more complicated. Staying abreast of the latest requirements should you consider terminating, freezing or closing your defined benefit plan could be daunting task.

As you might expect, there are several items that need to be considered when terminating a defined benefit plan, including: developing a communication strategy, ensuring the accuracy of participant data, locating missing participants, and soliciting bids for group annuities. The termination process requires meticulous attention to detail!

Come to our exclusive seminar on June l8th where we will explore how to understand the complexity of the termination process and where our defined benefit plan experts will make the road map predictable and as smooth as possible.

This is a rare opportunity to hear directly from our specialists at Principal Financial Group, Compass Retirement Plan Consulting, Tawney & Associates, The Vanguard Group and Fidelity Investments.

Event Specifics: 

Date: June 18th, 2015 

Time: 3pm to 5pm

Location: Marriott - Burlington, MA


Gary Burczek, FSA, EA, MAAA, Vice President & Director of Business Development Defined Benefit Market - Principal Financal 

Ana Pinto, Actuary & Employee Benefits Consultant - Compass Retirement Consulting Group

Nathan Zahm, Senior Investment Analyst, Lead Actuary- Vanguard

Peter Tawney, CPA, Partner - Tawney & Associates