Andy the Actuary Posted November 26, 2007 Posted November 26, 2007 Has anyone seen a pro forma format that illustrates the content to be included in the 2007 AFTAP? Is there specific wording that has been proposed or at least discussed? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
JAY21 Posted November 26, 2007 Posted November 26, 2007 I've been wondering the same thing but haven't heard or seen anything about the format. If we don't find anything maybe we can create something collectively that might suffice until further guidance.
Andy the Actuary Posted November 26, 2007 Author Posted November 26, 2007 Jay, thank you. I've toyed with your suggestion and vascillate between "I certify the AFTAP for the Potrazebie Pension Plan as of 1/1/2007 is . . ." kind of statement to reissuing the 2007 actuarial report and adding this statement so there is no question as to what exactly is being certified and the basis on which such certification is being made. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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