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 and 1099s or W-2s.