Avaliable Until March 24, 2022
Speaker: Kelsey N.H. Mayo, J.D., Lead Partner, Employee Benefits Group, Poyner Spruill LLP
Experience Level for Attendees: Advanced
Target Audience: TPAs, administrators, plan sponsors, advisors, actuaries
Keywords: freeze, termination, limited window, 204(h) notice
IRS Program Number: CZTXU-Q-01298-21-O
Description: Plan sponsors may find it necessary to terminate a retirement plan due to a business closure, merger and/or acquisition, implementation of a new plan, etc. Plan participants must be notified about the plan freeze/termination, amendments must be adopted, distributions must be made, PBGC forms filed, etc. It is important to know what these time-consuming and complicated procedures entail because one mistake can trigger numerous headaches and, potentially, penalties.
Learning Objectives
- Identify participant communications and other documentation that are necessary to effect a plan termination.
- Ensure your ability to guide a client through a freeze or a termination.
- Avoid common pitfalls that can hinder or prevent implementation of a successful termination.
Registration Deadlines:
Live: 03/24/2021
On-Demand: 03/24/2022
CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 JBEA Noncore,
About the Speaker:
Kelsey N. H. Mayo, J.D., is the lead employee benefits partner with Poyner Spruill LLP, a law firm based in North Carolina and serving clients nationwide. She works with TPAs, business owners, and HR executives to understand and manage employee benefits and executive compensation arrangements. Kelsey routinely represents clients before government agencies, and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She serves as ARA's Director of Regulatory Policy and regularly presents for ASPPA.
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