| 85-13 |
| May 28, 1985 |
| REFERENCE: |
| 4203(d) Complete Withdrawal. Trucking Industry Exemption |
| 4205 Partial Withdrawals |
| 4206 Adjustment for Partial Withdrawal |
| 4208 Reduction of Partial Withdrawal Liability |
| OPINION: |
| This responds to your request for PBGC's opinion concerning calculation of partial withdrawal liability. Specifically you |
| note that the allocation fraction under Section 4206 of ERISA is computed as a ratio of contribution base units rather than |
| contributions. You suggest that the allocation may thus be "disproportionate," and you ask whether the PBGC proposes to |
| resolve the problem. |
| You correctly note that where one segment of an employer's operations contributes at a lower rate than other segments, |
| its partial withdrawal liability share, computed under Section 4206 using a ratio of contribution base units, will be greater |
| than if a ratio of contributions were used. |
| The legislative history does not disclose why Congress chose to base the pro-ration fraction on contribution base units |
| rather than contributions. However, the use of such a measure is fully consistent with its use under Section 4205 to |
| define a 70% contribution decline for purposes of determining a partial withdrawal and with its use under Section 4208 to |
| determine whether a reduction of partial withdrawal liability is permitted. The PBGC has no authority to alter this provision |
| Your second question involves whether a specific pension plan is a "trucking industry" plan within the meaning of Section |
| 4203(d). As we understand it that plan has taken the position that it is not. It is the PBGC's policy not to take a position or |
| interfere with such a determination. Rather, if a dispute over this should arise, its resolution is left to the dispute |
| resolution process described in Sections 4219 and 4221. |
| I hope this has been of assistance. If you have further questions please contact * * * of my staff at the above address |
| or (202) 254-4873. |
| Edward R. Mackiewicz |
| General Counsel |