Facing Defined Benefit Plan Challenges: Issues with Poorly Funded Plans

  • 02 Dec 2009
  • 12:00 PM
  • 02 Jan 2010
  • Teleconference


If you need further information please call the IPEBLA office at +1-416-693-7775 or toll free at +1-866-444-3387 (US/Canada only) or email: ipebla@managingmatters.com
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Replay of Facing Defined Benefit Plan Challenges: Issues with Poorly Funded Plans

Replay: Available until 2 January 2010 

Date of Live Session: Wednesday 2 December 2009


The IPEBLA Teleconference Committee has assembled an expert panel of speakers who will address the topic, “Facing Defined Benefit Plan Challenges: Issues with Poorly Funded Plans”.

This Teleconference will be conducted in English.


Harold Ashner, Keightley & Ashner LLP, USA
Dan Brandenburg, Saul Ewing LLP, USA
Andrew Harrison, Borden Ladner Gervais LLP, Canada



Carolyn Trenda, McGuireWoods LLP, USA

This teleconference will provide an overview of the funding and related challenges faced by defined benefit plan sponsors in the US and Canada. 

Topics will include:
•  The regulatory framework for plan funding, including government reporting and participant disclosure requirements, funding waivers, and lump sum and other benefit restrictions tied to plan funding levels.
•  An update on recent legislative and regulatory developments.
•  An outline of the interaction with government regulators and substantive rules when grappling with underfunded plans in corporate reorganizations and other transactions, plant closings triggering “downsizing liability,” and distress and involuntary terminations.
•  Liability (including controlled group liability for US plans) for underfunded plans, both in and out of bankruptcy, including a discussion of bankruptcy priorities and of issues relating to pursuit of foreign companies.

The teleconference will run for 90 minutes altogether, which will include up to 20 minutes for questions and comments from delegates.

Replay available anytime up to 23:00EST  2 January 2010   

Contact us:
150 Eglinton Ave. E., Suite 402
Toronto, ON, M4P 1E8, Canada

Phone: 416-693-7775 x 502
Toll-free number: 1-866-444-3387 x 502

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