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Plan Termination

A step-by-step approach to ending your plan

One of the steps to take before terminating your retirement plan is to make sure your plan document includes all legal changes your plan is required to follow as of the plan’s termination date.

Legal changes include:

  • Maintain the plan’s tax-favored status at termination; and
  • Ensure that distributions to participants are eligible for rollover to other qualified plans or IRAs.

 

Contact Leading Retirement Solutions prior to terminating your plan to ensure that your plan is up-to-date.

Let us design a plan to meet your company's goals

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