Understand Plan Termination

With so many influential factors, it can be challenging to determine how and when to begin the plan termination process. The consultants at October Three have developed the Pension Plan Termination Checklist to help you build a strategic pathway towards plan termination.

In this checklist, we will give you insights on the following:

  • How to determine if your plan is ready for termination
  • How to begin building the roadmap to plan termination
  • How to execute your strategy along with approximate timeframes for each step of the process
  • What resources and services you need to successfully plan the termination process
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Ready to learn more?

Whether your defined benefit plan is fully funded or under-funded a successful road to plan termination is possible. Download our checklist below to learn how to get started