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Notes from Meeting of Actuaries 'Intersector Group' with IRS/Treasury, March 2016 (PDF)
American Academy of Actuaries, Society of Actuaries, Conference of Consulting Actuaries, and ASPPA College of Pension Actuaries Link to more items from this source
June 17, 2016

5 pages. Topics include: [1] Reasonable actuarial equivalence; [2] Issues related to uncashed checks at plan terminations (both DB and DC plans); [3] Additional guidance under Code Sections 430 and 436; [4] Automatic approvals for changes in funding method and discount rate election; [5] EPCRS wish list; [6] Mortality basis change and 'partial credibility' rules for use of adjusted mortality tables; [7] Vested terminated participants over normal retirement age, or beyond the required beginning date -- coordination with DOL enforcement initiative; [8] MPRA suspensions; [9] Additional hybrid plan guidance for final market-rate rules and the 'lump sum-based benefit formula' definition; [10] Post-Gray Book interaction with actuarial community and plan sponsors.  MORE >>

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