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PrintSep 14, 2009
Pension plan sponsors will face several PPA-imposed requirements and deadlines between now and the end of the year. Here we provide a guide to help plan sponsors ensure compliance for their plans.
Between now and the end of 2009, pension plan sponsors of calendar-year plans will need to attend to a host of PPA compliance matters, including final 2008 plan year funding decisions, 2009 AFTAP certifications, PBGC filings and premium payments, 2008 Form 5500 filings (including elections related to yield curves, asset valuation, and credit balances), required benefit statements to participants, and updating of plan documents to reflect changes due to PPA. We have prepared the following guide as an aid to sponsors in ensuring upcoming compliance requirements are satisfied.
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