Retirement Plan Termination - ESOP Services | SG&F Law

Other Qualified Retirement Plans: Termination

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Creation, Compliance & Audits | Other Qualified Retirement Plans: Mergers & Acquisitions | Other Qualified Retirement Plans: Termination

When and if the time arrives that a plan sponsor wishes or needs to terminate a qualified retirement plan, SG&F attorneys can work with the plan sponsor to make sure that the process is smooth and complies with the requirements of ERISA and the Internal Revenue Code (Code).

  • Assist with PBGC filings
  • Oversee the final Form 5500 filing
  • Prepare appropriate resolutions
  • Where required, oversee the preparation and timing of the required notices to participants
  • Update the plan document and prepare the submission to the IRS for a favorable determination letter 
  • Monitor the distribution of benefits process and other tasks associated with a qualified plan termination

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If you would like to learn more about how SG&F Law can guide you through the complexity
of exploring and installing an ESOP, please contact us.
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