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Posted
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.

Posted

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.

Posted
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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