Requirements for filing a final year return

The are the requirements for filing a final year return:
  • All assets have been distributed to the participants and beneficiaries or legally transferred to the control of another plan.
  • All liabilities for which benefits may be paid under a welfare benefit plan have been satisfied.
  • And in
    Organizer
    ,
    5500 Series
    ,
    Basic Plan Information
    ,
    Basic Plan Information
    the
    Final return
    option's selected.
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