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Business Plan for Starting an SMB

Terminating a Retirement Plan

 
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Terminating a Retirement Plan


In the fourth stage – Terminating – business owners go through the often-confusing process of shutting down a retirement plan.  This process includes:

  • Notifying participants
  • Notifying appropriate government agencies
  • Distributing plan assets

… and perhaps choosing a new plan.

 
 

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