Pension RC Posted February 20, 2017 Posted February 20, 2017 I am working on the termination of a DB plan. There is one participant who is active and receiving a benefit. On the Form 500, would he be counted as an active or as a retiree? Thanks for any responses!
david rigby Posted February 20, 2017 Posted February 20, 2017 IMHO, report that person as "retiree receiving benefits". 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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