Benchmark: Comprehensive Amendments to the Abandoned Plan Program Regulations

Take this benchmark to assess how much you would benefit from taking the course on Abandoned Plan Regulations. In a few minutes, you’ll see whether you can explain why the amendments matter, anticipate workflow changes, and spot the practical trade-offs that drive good decisions under ERISA.

What you’ll get from this benchmark:
– A quick read on how prepared you are to terminate and wind up abandoned individual account plans, including those in Chapter 7 bankruptcy.
– Clarity on key trade-offs you’ll face: speed vs. accuracy in distributions, efficiency vs. accountability for QTAs, and flexibility vs. compliance in notices and reporting.
– Insight into who is affected and how: participants and beneficiaries, QTAs, bankruptcy trustees and designees, and service providers.
– A simple gap analysis that points to where the course will help most (safe harbor distributions, delinquent contribution decisions, STRAP and online filings, and fiduciary oversight).

How to use it:
Answer based on your current understanding of ERISA’s Abandoned Plan Program—no research needed. If the choices feel plausible in multiple directions or you’re unsure what matters most, the course will give you the frameworks, checklists, and examples to act with confidence and reduce compliance risk.