American Rescue Plan Act of 2021 More Resources

American Rescue Plan Act of 2021 More Resources (effective beginning July 27, 2023)

• SFA Filing Instructions:
  • General SFA Application Filing Instructions
  • Addendum A (for plans that have engaged in certain events)
  • Addendum B (for plans that have suspended benefits)
  • Addendum C (for IFR filers seeking to file a supplemented application)
  • Addendum D (for MPRA plans)
• Templates:
  • Template 1 | Template 2 | Template 3 | Template 4A | Template 4B | Template 5A
  • Template 5B | Template 6A | Template 6B | Template 7 | Template 8 | Template 9
  • Template 10
• Checklists:
  • Checklist for a general SFA application | Checklist for a supplemented SFA application
• Additional Forms:
  • Lock-In Application
  • SFA Application Amendment Cover Letter
  • ACH Vendor Misc Payment Enrollment Form SF 3881
• Model Plan Information:
  • Amendment Under 4262.6(e)(1) Regarding Compliance
  • Amendment Under 4262.6(e)(2) Regarding Reinstatement
  • Certification by Plan Under 4262.7(e)(2) Regarding Reinstatement 
• Annual Statement of Compliance (Submit the completed form and all attachments and documents required by the instructions to multiemployerprogram@pbgc.gov, and include as the subject of the email “Annual Statement of Compliance from (Plan Name).” An Annual Statement of Compliance is subject to the filing rules in part 4000 of PBGC’s regulations.)
• Other Guidance:
  • IRS Notice 2021-38: Issues Relating to Special Financial Assistance from PBGC to Certain Multiemployer Defined Benefit Pension Plans
• Webinars and ARP SFA Webinar Slides

Interim Final Rule Resources (For informational purposes only and superseded as of August 8, 2022)

• SFA Filing Instructions: Instructions | Addendum A | Addendum B
  • Template Checklist
  • Template 1 | Template 2 | Template 3 | Template 4 | Template 5 | Template 6 | Template 7 | Template 8
  • FAQ on changes to instructions (December 2021)