abanky Posted June 3, 2008 Posted June 3, 2008 Has anyone got a request for an amendment like this? Plan Section 1.3 should be amended to refer to IRC 417(e) interest rates and mortality table as Rev. Proc. 2001-62 may not apply in some future year. btw... this is a Relius IDP for Cash Balance Plans for plan effective on 1/1/2006 and submitted on 1/22/2007. I understand that eventually the AE was going to be amended, but should it be required for initial determination? Thanks
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