dmb Posted June 22, 2009 Posted June 22, 2009 I received no responses in March but the issue has resurfaced so i will inquire again. Any response would be appreciated. Thanks. The Form 990 includes a section where Officers, Directors, Trustees, Key EEs and HCEs need to be listed disclosing compensation amounts. One of the items includes "The annual increase in actuarial value of a qualified defined benefit plan, whether or not funded or vested". Has anyone seen this and does anyone know what actually needs to be reported?? Thanks.
Andy the Actuary Posted June 22, 2009 Posted June 22, 2009 I've seen this and have provided in the past the UC NC for CL. If I was so requested, I'd provide the TNC. I do not recall there are any instructions or guideliness other than the sound practice of applying a method consistently from year to year. 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.
dmb Posted June 25, 2009 Author Posted June 25, 2009 Thanks. I agree, i also haven't seen any guidelines on this matter. Thanks again.
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