Lunch Meeting: Plan Terminations – What You Need to Know Before You Terminate That Plan

  • Friday, March 20, 2015
  • 12:00 PM - 1:30 PM
  • Little America Hotel, 500 South Main Street, Salt Lake City, UT

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Lunch Meeting:

What You Need to Know Before You Terminate That Plan

David Clemmer, IRS Revenue Agent, Employee Plans, will discuss  the important items to review when a defined contribution retirement plan terminates, including the date of termination, permanency requirement, the need to update the plan for all law requirements and accelerated vesting requirements.

About Our Presenter

David Clemmer, IRS Revenue Agent, Employee Plans

Education:
Personnel Administration, Utah State University B.S. April, 1982
Accounting, Weber State University B.S. December, 1993

 
Employment:
Internal Revenue Service since 1985
Ogden, UT 1985 through 1993
Salt Lake City, UT as Revenue Agent Since 1994
Employee Plans Agent since 2000

Western Pension & Benefits Council Salt Lake City Chapter

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