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Notes from Actuaries' 'Intersector Group' Meeting with Treasury and IRS, March 12, 2014 (PDF)
American Academy of Actuaries Link to more items from this source
May 1, 2014
7 pages. Excerpt: "Twice a year the Intersector Group meets with representatives of [Treasury] and the [IRS] to dialogue with them on regulatory and other issues affecting pension practice.... The IRS and Treasury ... have legal concerns in addition to policy concerns in cases where a lump sum is offered to a participant who has already started receiving lifetime annuity payments.... IRS is working on a project to bring cash balance plans into the pre-approved determination letter program.... What can IRS and the Treasury Department do to quell plan sponsor, contributing employer, and practitioner fears that a potential 2015 sunset will be unworkable for red -- and yellow -- zone plans due to loss of ability to make changes to remedial plans, loss of enforcement mechanisms, and possible deficiency excise taxes?"

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