Plan Termination Process

The actual plan termination process begins with the appropriate notifications to governmental regulatory agencies and plan participants.  A review of the plan provisions and ongoing expenses will help determine what it will cost to distribute benefits. The experts at Dietrich will help review your plan, perform feasibility studies, and evaluate options such as full termination or partial settlement.  Once a strategy is decided, Dietrich can help plan sponsors initiate the process, monitor critical dates, and negotiate competitive annuity pricing for the selected de-risking path.

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