Don’t Terminate a Plan Without THIS Checklist!
The PenChecks Plan Termination Checklist:
Your Road to Successful Plan Terminations
Terminating a retirement plan can be a complex, time-consuming effort.
Having a detailed checklist to guide you through each step can make your plan termination process manageable and efficient. You can get this checklist – at no cost – from PenChecks Trust®, an expert in plan termination processes and participant distributions.
Brian Furgala, Esq., CPC, QPA / Senior Director of Retirement Services Strategy, PenChecks Trust®, ERISA Attorney
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Terminate Your Plans with Confidence
From setting the potential termination date to processing the Final Form 5500, terminating retirement plans involves a highly regulated process. PenChecks’ plan termination checklist can provide the confidence you need to execute the right steps in the right order, thereby satisfying requirements and reducing stress for the plan sponsor.
Written by ERISA attorney Brian Furgala, this checklist enables you to be a better partner for clients considering plan termination.
Make all termination steps easier for you and your clients. Access this Checklist Today!
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