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Guest mingblue
Posted

if an employer purchases annuities for all participants ( i.e. irrevocable committments) but doesn't go through a formal termination with PBGC, are actuarial valuations for subsequent years still required ?

I would think so but what say you ????

Posted

I think this is a plan termination, but we need more facts and circumstances.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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