Plan Terminations

	Plan Terminations, Mergers, and Consolidations

	The firm is well-equipped to take a client through every stage of a qualified plan termination, from the preparation of requisite documentation (including plan amendments and termination resolutions), to securing government approval (including IRS determination letter applications), to the distribution of plan assets (including requisite distribution forms). Plan terminations often present financial and valuation issues that require close coordination with the client's other financial advisors.

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Plan Terminations, Mergers, and Consolidations