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Critical and reorganization status


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Guest JM123
Posted

If a plan in critical status with an accumulated funding deficiency goes into reorganization, does the temporary relief from the excise tax continue to apply? Or are critical and reorganization statuses exclusive?

Posted

my understanding is they are exclusive "problems".

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

My understanding as welll. It is my understanding that if a pension fund goes into reorganization status, there is a statutory formula that determines whether contributing employers have to put in additional contribution amounts. The protection from AFD and excise taxes for critical status plans under the PPA probably does not apply.

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