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Posted

We paid a couple lump sums from our DB pension plan during early 2008. Our auditor is calling these annuity purchases. If they are annuity puchases then we can add them to the fraction that makes up the ATFAP, no? Please sort out the confusion.

I guess the question is: Do lump sums get added to both the numerator and denominator of the fraction?

Posted

A cat in a hat is a cat not a hat and not a dawg.

No, a lump sum is not an annuity purchase and is not handled like one.

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