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Termination of SIMPLE IRA after acquistion


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I have found a few old threads on this topic but want to clarify the termination of a SIMPLE IRA.

Company A maintains a SIMPLE IRA. Company B acquires Company A in a stock purchase effective February 1, 2016. Company B maintains a 401k plan.

Question: Can the SIMPLE IRA be terminated mid-year? Based on what I have read I don't believe it can be terminated until December 31, 2016. Does anyone disagree? Is there anything that I may be missing that would allow us to terminate it?

Thank you

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  • david rigby changed the title to Termination of SIMPLE IRA after acquistion

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