O'Reilly logo

Essentials of Retirement Planning by Eric J. Robbins

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 14

Plan Terminations

Introduction

Have you ever said yes to something only to realize that with changing circumstances, you really need to back out? Sometimes this happens with employer-sponsored plans too. Business conditions are always changing, and sometimes the best of intentions are rendered toxic to the health of a company’s finances. There are mechanisms to terminate a plan. There are also alternatives to simply deconstructing a plan. But if the plan is too far gone, the regulators might not permit these alternatives and just simply shut the plan down by operation of law. Before you say yes to a new plan, be sure to understand how to unwind it if conditions change.

Learning Goals

Identify commonly cited reasons for a plan termination ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required