Pension Plans Letter - Pbgc Form printable pdf download

Pension Plans Letter - Pbgc Form

[Date]

Mr./Ms. [Name of CFO]

PBGC Case Number: [case #]

[Title]

Plan Name: [Plan Name(s)]

[Company]

EIN/PN: [EIN/PN]

[Address]

[City, State, Zip]

Mr./Ms. [Name]:

This letter is in response to the [Source, e.g., “announcement by” or “article stating”] that

[Company] [has agreed/plans /intends] [Nature of transaction] (the “Event”).

The Pension Benefit Guaranty Corporation (“PBGC”) is the wholly-owned United States

government corporation and agency of the United States created under Title IV of the Employee

Retirement Income Security Act of 1974 (“ERISA”) to administer the federal pension insurance

programs. PBGC routinely monitors transactions by companies that sponsor defined benefit

pension plans to ensure that the ongoing viability of the plans will not be impaired.

To assist us in understanding the impact, if any, of the Event on the defined benefit pension

plans sponsored by [Company] or any member of [Company]’s Controlled Group, please

provide the following information by [date]. It is always our intention to request pre-existing

materials (e.g. projections, financial statements, fairness opinions). If some of the information

does not exist or will not be available by the date requested, please let me know.

[Company Name] Pension Plans

Plan #

Plan Name

EIN

Plan 1

Plan 2

Pension Plans Letter - Pbgc Form