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Posted

Does this reporting only apply to large plans? That is, a certain size or asset value or amount of underfunding?

I know it references AFTAP under 80%.

Thanks.

Posted
Does this reporting only apply to large plans? That is, a certain size or asset value or amount of underfunding?

I know it references AFTAP under 80%.

Thanks.

It appears to apply only to members of a controlled group and not to single employers.

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

Yes, but what about the situation where an individual wholly owns two companies with a total of say only 5 employees?

  • 1 month later...
Guest TammyS
Posted
Does this reporting only apply to large plans? That is, a certain size or asset value or amount of underfunding?

I know it references AFTAP under 80%.

Thanks.

It appears to apply only to members of a controlled group and not to single employers.

Andy

Where do you see that it only applies to members of a controlled group? I want that to be the case. In the section of the model annual funding notice, it says "...members of a controlled group, if any.."

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