Actuarial Consulting and Valuation
Consulting and Design
Plan Administration
Plan Installation and Enrollment
Plan Redesign and Revision
Plan Termination
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Customer Service

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.
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