Available until April 1, 2021
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.
Learning Objectives
- Identify the difference between plan freeze and plan termination.
- Determine when and how distributions must be taken.
- What are the limitations on termination a PBGC-covered plan and how do I overcome these?
- Must I file for an IRS determination letter? Yes or no.
- Coordinating the termination process.
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Registration Deadlines:
On-Demand: 04/01/2021
CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, GA. Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues. She is a member of the State Bars of Georgia and California and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators (NIPA). Ms. Ferenczy is a nationally known speaker on benefits issues, and has authored three books, three textbooks, e-courses, and more than 100 articles for publications such as the "Journal of Pension Benefits" (where she is the Co-Editor-in-Chief). She is the author of the Qualified Plans module on ERISApedia.com. Ms. Ferenczy is a member of ASPPA's Leadership Council, a former co-chair of ASPPA’s Government Affairs Committee, the 2007 recipient of ASPPA’s Educator of the Year Award, the 2017 recipient of NIPA’s Educator of the Year Award, and is also a Fellow in the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers.
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Webcast Package Pricing
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General Information
Cancellation Policy
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Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
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