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Get that Final 5500 done

When a plan terminates and distributes all its assets or merges all its assets into another plan, you need to understand that a Final Form 5500 needs to be completed. Otherwise, you will get notified by the Internal Revenue Service or Department of Labor that a Form 5500 is missing.


This happens a lot when your plan merges into a multiple employer plan, pooled employer plan, or a successor plan. Make sure a Final 5500 is done because the government will insist you get one done.

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