United States: PBGC Intends To Monitor Lump-Sum And Annuity Cashouts Under Defined Benefit Plans
The Pension Benefit Guaranty Corporation (PBGC) stated in a filing published in the Federal Register on September 23, 2014, that it intends to require that plan sponsors report to the PBGC “certain undertakings” to cashout or annuitize benefits for specified groups of employees under defined benefit pension plans. PBGC intends to make this reporting part of the 2015 PBGC premium filing procedures.
Recently, many defined benefit pension plan sponsors have been implementing lump-sum distribution windows, primarily […]