Plan Termination Services

Cash Balance and Defined Benefit Plans are set up to accomplish certain goals. When those goals are met, it makes sense to terminate the plan.


  • Experience: We have facilitated the termination of over 100
    Cash Balance and Defined Benefit Plans since 2006.


  • Proactive Planning and Consulting for Plan Termination: 
    We find that this is the piece most missing from a lot of takeover plans. Once a plan no longer provides value for a plan sponsor, then it may be time to terminate which takes planning itself.


  • Pension Risk Transfer: With a plan termination, there may be retirees already receiving monthly pension benefits from the plan or participants that elect a form of benefit other than a lump sum or direct rollover. A plan must then transact with an insurer to make those monthly pension payments after plan termination is complete.


Schedule a time to talk with an Actuary:


134 East Main Street

New Albany, Ohio 43054

Phone and Fax: (800) 805-9538



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