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Plan Termination

All retirement plans have a useful lifetime. When the "reasons" behind establishing the plan have changed, it's time to consider a different type of plan design, or possibly terminating the plan altogether.

Unfortunately, "old plans never die," at least not by themselves. Formal plan amendments are required for a plan to be terminated, and Annual Reports (Form 5500) and plan amendments may be required until the final assets are distributed from the plan.

We offer all plan termination services. We can amend the documents, submit the documents to the I.R.S. and/or P.B.G.C. (when necessary), and complete all of the participant distribution paperwork and reporting.

If your plan has outlived its usefulness, feel free to contact us about our plan termination services.