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What are the differences between the "non-traditional" OBRA


Guest Brandi King

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Guest Brandi King
Posted

I am new at this and don't have too much experience. Can someone please explain what the "non-traditional" OBRA full funding limitation measurement for determining the deductible limit of a corporate retirement plan is? A general overview would be greatly appreciated. Also, is there a "traditional" full funding limitation? Under what circumstances should you use the "non-traditional" vs. the "traditional" approach?

Posted

I am not sure of your terminology or the reasoning for your query. Determining the full funding limitations for defined benefit plans is extremely complex and cannot be adequately explained on a message board. Consult your local actuary.

Posted

I'll volunteer to be that actuary. Mr.X is correct about complexity, but perhaps I can help anyway. More info would help. Can you supply some background info and/or specifics to give me a point of reference for your question? email me if you prefer.

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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