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The Fiduciary's Role in the Termination of Single Employer Defined Benefit Plans: A Practical Guide

Kevin P. O'Brien and Rosina B. Barker

Ivins Partners Kevin O’Brien and Rosina Barker analyze the responsibilities of the plan sponsor and the fiduciary when the plan sponsor de-risks a pension plan by termination or spin-off termination. Topics include the novel approach recently adopted by Ford and GM in offering lump sums to terminated employees in pay status.

Ivins, Phillips & Barker advised General Motors on the tax qualification aspects of its recently announced lump sum offer and spinoff  termination for current retirees.

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