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Tax Exempt & Government Entities Division
Defined Benefit Plan Terminations
hands holding money, glasses on an open book, fingers on a calculator
Playout date:

August 14, 2014
2 p.m. Eastern Time
1 p.m. Central Time
12 p.m. Mountain Time
11 a.m. Pacific Time
IRS Presenters:
Thomas Petit, Acting Director, Employee Plans Examinations, IRS office of Employee Plans (EP)
Lori Rider, Employee Plans Specialist, IRS office of Employee Plans
Learn about:
  • Defining “Date of Termination”
  • Reversions – what needs to be done
  • Funding Requirements – satisfied as of the date of termination
  • Pension Benefit Guaranty Corporation (PGBC) issues
  • Notice of Intent to Terminate the Plan – what is needed
To receive one hour Continuing Education Credit you must attend at least 50 minutes of the presentation.

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