2-D-4 - Special Financial Assistance: Navigating Applications and Post-Receipt Compliance

Special financial assistance (SFA) is a lifeline for eligible multiemployer pension plans, but navigating both the application process and ongoing compliance requirements can be complex. Speakers briefly review recent developments in SFA applications, highlighting key trends with a focus on post-SFA requirements, including the annual statement of compliance, funding rules, and applicable conditions and restrictions. Come and gain a better understanding of how to maximize the chances of a successful SFA application and ensure plans remain compliant after receiving SFA.

Speakers:

Mr David Pazamickas

Horizon Actuarial Services, LLC

Representative

Pension Benefit Guaranty Corp.

Credits:

CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50