tuni88 Posted June 20, 2015 Posted June 20, 2015 Regarding the AFN, under what conditions is a supplement NOT required? Does our well-funded little 25-participant frozen DB plan need one?
Andy the Actuary Posted June 21, 2015 Posted June 21, 2015 What do the DOL regulations stipulate? 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.
david rigby Posted June 21, 2015 Posted June 21, 2015 FAB 2013-1 and 2015-1 http://www.dol.gov/ebsa/regs/fabmain.html 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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