Click here to download a detailed checklist.



1 IRS Notice 2021-61

2 PBGC Maximum Monthly Guarantee Tables available at (SLA, age 65)

3 Rev. Proc. 2021-45

4 SSA Press Release (10/13/2021)

5 Rev. Proc. 2021-25

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.