A request for a financial assistance merger must include the following information about the proposed financial assistance merger:
(a) A detailed description of the proposed financial assistance merger, including any larger integrated transaction of which the merger is a part (including, but not limited to, an application for suspension of benefits under
section 305(e)(9)(G) of ERISA).
(b) A narrative description of the events that led to the plan sponsors' decision to submit a request for a financial assistance merger.
(c) A narrative description of significant risks and assumptions relating to the proposed financial assistance merger and the projections provided in support of the request.
(d) A detailed description of the estimated total amount of financial assistance the plan sponsors request for each year, including the supporting data, calculations, assumptions, and a description of the methodology used to determine the estimated amounts.
29 C.F.R. § 4231.14 — Description of financial assistance merger. · eCFR amendment effective 2018-10-15 · https://pensionresource.website/EAMain?content=EAMain.Law&id=cfr29-4231.14 · printed Oct 16, 2026