Defined Benefit Plan Termination Webinar Series

Join us to hear from Morgan Lewis lawyers on recent developments in defined benefit plan termination activities.

As the costs of ongoing pension administration continue to rise and interest rate environments remain in flux, plan sponsors are turning increased attention to the potential for plan termination, with some already having started down the path. At the same time, there have been some recent developments related to plan terminations, including litigation filed related to annuity lift-out transactions (not in the plan termination context).

Series Topics Will Include:

  • Preparing for and navigating the plan termination process
  • Data cleanup, communication, and other initiatives in preparation for termination
  • PBGC and Internal Revenue Service filings and the annuitization of benefits
  • Final distributions of any residual assets and winddown
  • Recent developments in the plan termination space