Plan Termination

As conditions change, it may become necessary to terminate a benefit plan. We provide support for employee benefit plan termination requirements, including the following:

  • Minutes or resolutions of termination.
     
  • Notices to participants.
     
  • Participant benefit statements.
     
  • Election forms.
     
  • Termination filing with IRS and PBGC.
     
  • Terminating amendments.
     
  • Final filings of 5500-series forms.