The Guide to Pension Plan Termination

Plan termination is a complex, highly regulated process that can take between 12 and 18 months. CBIZ Retirement Plan Services has developed four questions to answer to effectively execute a plan termination.

Consider the following:

  1. Is plan termination a good idea for my organization?
  2. I've decided to terminate. What should I do next?
  3. What is the plan termination process?
  4. I've finished the process. Do I need to do anything else?

Download this white paper to learn more about options to de-risk your pension, a detailed game
plan to tackle answering the questions above and the complexities of the highly regulated process
of pension plan termination.