---
kind: "section"
citation: "29 C.F.R. § 4231.14"
title: "29"
number: "4231.14"
heading: "Description of financial assistance merger."
url: "https://uscodex.org/cfr/29/4231.14"
---

# §4231.14. Description of financial assistance merger.


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)](/cfr/29/305.md?p=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.

## Notes

### Authority

Authority: 29 U.S.C. 1302(b)(3)

### Source

Source: 83 FR 46653, Sept. 14, 2018, unless otherwise noted.