A number of issues need to be considered in order to terminate a defined benefit pension plan, including:

• Considerations for developing the plan’s investment strategy, and how this strategy may evolve over time;
• What are the actuarial funding issues as the plan is prepared for ultimate termination;
• How the marketplace for purchasing group annuities has evolved in recent years, and what may lie ahead; and
• Participant communications and other administrative tasks that need to be completed.

During this program, the presenters discuss these and other issues to help attendees gain a deeper understanding of the complex plan termination process.

Speakers