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Retirement Planning
Chapter 7: Plan Installation & Administration/AMENDING OR TERMINATING A QUALIFIED PLAN (3 OF 4)
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Chapter Study Session

Chapter 7: Plan Installation & Administration

AMENDING OR TERMINATING A QUALIFIED PLAN (3 OF 4)

01.Core Concepts

Terminating • All participants become fully vested • Plan must not have been established as a temporary program • Defined benefit plans • Standard, distress, or involuntary termination • Defined contribution plans • Terminate contributions after fulfilling all contribution requirements