Archived Insight | July 9, 2015

Multiemployer Defined Benefit Plan Disclosure Requirements

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IRS Issues New Model Notices for Eligible Rollovers

Retirement plan administrators: There are two new model rollover notices for eligible rollover distributions, which you can start using now.

Retirement, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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Human First. AI Forward.

AI is reshaping business—are you ready? Get clarity & actionable steps in our upcoming webinar.

Technology, Benefits Administration, Communications, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Consulting Innovation, Corporate, Benefits Technology, ATC, Organizational Effectiveness, Health, Retirement, Artificial Intelligence

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Model Pension Plan’s Funded Status Reaches 109 Percent

In Q4 2025, the funded status of our model private sector single-employer pension plan rose 2 points to 109%. Download Prism to see why.

Retirement, Corporate

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.