richard Posted April 22, 1999 Posted April 22, 1999 I thought this was resolved about a decade ago! I just picked up a prototype DB plan that is funded with insurance. They are using a different mortality table for lump sum equivalence for males and females. When I discussed it with them, they indicated that the Norris decision only applied to plans with at least 15 participants (this plan has three participants), and that they have a 1995 IRS approval. Did I miss something? Isn't there something in the Code about this? Meanwhile, I have to calculate a lump sum based on the terms of the plan document, which for now has a different mortality table for males and females! What did I miss?
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