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Posted

Does 415(e), which has been repealed eff. for plan years beg. in 2000, need to be considered for 1999 for an ongoing plan? Do any IRS guidelines exist?

Posted

Yes.

No, other than the current 415 regs.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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