Pension Plan Termination Part Two—Consider final changes for pension benefits and design the prospective retirement program

By Blaine Brickhouse, FSA, EA and Colleen Lowmiller

January 25, 2018

To get ready to terminate the pension plan, it’s time to prepare the termination amendment and consider any replacement benefits. It will be critical to ask the right questions and develop appropriate steps along the way.

Plan Termination Article Two Checklist Image

Read Part 2 in the Series

For more information about this article, contact Blaine Brickhouse at 336.574.0529, This email address is being protected from spambots. You need JavaScript enabled to view it. or Colleen Lowmiller at 216.875.1913, This email address is being protected from spambots. You need JavaScript enabled to view it..