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Retirement Planning
Chapter 7: Plan Installation & Administration/DISTRESS TERMINATION
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Chapter Study Session

Chapter 7: Plan Installation & Administration

DISTRESS TERMINATION

01.Core Concepts

Definition • Plan does not have enough money to pay all benefits owed participants and beneficiaries. Termination • Only if the employer meets one of the distress termination tests: bankruptcy or it has been demonstrated that business cannot continue without terminating it. • PBGC takes over the plan, uses its own assets and any remaining assets in the plan to pay benefits.