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Notes from Meeting of Actuaries 'Intersector Group' with IRS, October 11, 2017 (PDF)
American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries [ACOPA] 
Mar. 8, 2018 8 pages. Topics include: [1] Mortality tables opt-out: plan sponsor's determination; [2] Partial lump sums: total benefits vs. bifurcation rules; [3] Spinoff issues for plans subject to section 436 restrictions; [4] Multiemployer plan issues; [5] Closed plans/discrimination; [6] Hurricane relief issues; [7] Phased retirement; [8] Pension Equity Plans; [9] Risk sharing designs. MORE >> |
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