Plan Sponsor Basics Webinar Series: Funding-Based Restrictions on Single-Employer Defined Benefit Plans

March 21, 2012

On March 21, 2012, Morgan Lewis presented the second installment of our Plan Sponsor Basics Webinar Series, which focused on the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans.

Topics discussed included:

  • Overview of restrictions on benefits for failure to meet defined benefit funding targets
  • Timing and content of participant notices of benefit restrictions
  • Loss of extended amortization schedules for 2008-2011 due to excess compensation and excess shareholder payments

Brian J. Dougherty
Claudia L. Hinsch
Susan D. Lastowski, Sr. Employee Benefits Advisor, Philadelphia