thepensionmaven Posted December 1, 2008 Posted December 1, 2008 Anyone have any AFTAP letters which the participant is supposed to receive if the plan's AFTAP is <60%?? Would appreciate a copy. steve@thepensionmaven.com
Andy the Actuary Posted December 1, 2008 Posted December 1, 2008 Anyone have any AFTAP letters which the participant is supposed to receive if the plan's AFTAP is <60%??Would appreciate a copy. steve@thepensionmaven.com Perhaps, you can modify the attached Restricted_Benefits_Notice.pdf 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.
tymesup Posted December 2, 2008 Posted December 2, 2008 May 1st or April 30th for a calendar year plan? I think it should be "greater than or equal to 60%" in the second sentence of the second paragraph. Unless there's some funny rounding that applies here.
thepensionmaven Posted December 4, 2008 Author Posted December 4, 2008 Anyone have any AFTAP letters which the participant is supposed to receive if the plan's AFTAP is <60%??Would appreciate a copy. steve@thepensionmaven.com Perhaps, you can modify the attached Thank you.
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