Retirement Plans Community Topics
IRS Resources
Retirement Plan Life Cycle - Stage Four - Terminating |
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In the fourth stage – Terminating – business owners go through the often-confusing process of shutting down a retirement plan. This process includes:
- Notifying participants
- Notifying appropriate government agencies
- Distributing plan assets
… and perhaps choosing a new plan.
Frequently Asked Questions:
Other Resources:
Forms and Publications:
- Forms useful in terminating a retirement plan.
- Publications useful in terminating a retirement plan.
Help:
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