The free phone forum, “Plan Terminations: What You Need to
Know Before You Terminate That Plan,” will be held on May 6 at 2 p.m. EST. The one-hour session will feature IRS employees discussing important items
to review when a retirement plan terminates, such as:
- How to set the date of termination;
- The permanency requirement;
- The need to update the plan for all law requirements;
- Accelerated vesting requirements.
The forum will also discuss the different types of
terminations for defined benefit plans and what happens if the plan is
overfunded or underfunded.
Questions on this topic should be emailed to firstname.lastname@example.org by April 21 for inclusion in the forum.
Those interested can register for the forum here.
After registering, an email will be sent with detailed access instructions.
After participating in the forum, attendees will be asked to
complete and send Form
14364, Continuing Education Evaluation, to email@example.com.
More information, including materials from
previous phone forums, can be found here.