3-C-4 - Stronger Together: Multiemployer Plan Mergers

Merging multiemployer pension plans can create efficiencies and strengthen long-term sustainability, but the process involves a myriad of considerations. Panelists outline the key requirements of a merger – including the impact on withdrawal liability and plan funding. They also explore facilitated mergers and mergers involving plans that received special financial assistance (SFA). Attend this session to gain practical insights to navigate the complexities and opportunities of bringing plans together successfully.

Speakers:

Jonathan Benenson

Segal

Joseph F. Hicks, Jr

Keystone 74 Benefits and Administration LLC

Michael J Noble

Cheiron, Inc.

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