Guest EBoomer Posted September 16, 2011 Posted September 16, 2011 Is the ERISA 101(j) notice for a DB plan that is between 60% and 80% funded an annual notice requirement or is it just required for the first year that the plan becomes subject to the restrictions?
Andy the Actuary Posted September 16, 2011 Posted September 16, 2011 Technically, it appears to be a one-time notice provided there are no new participants to inform. Preference is to give it each year and also indicate on notice that conditions apply until plan advises otherwise. 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.
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