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EBSA Guidance on Annual Funding Notices: Better Later Than Never
Morris, Manning & Martin, LLP 
[Guidance Overview] Apr. 4, 2025 "EBSA updated the formatting of the notice to move contact information up front and uses bullet points so that the notice is easier to read. It is still really long, though. [FAB 2025-02] addresses that reasonable estimates can be used for the participant counts in the notice year (Q&A 8), clarifies how to calculate the average rate of return on plan assets (Q&A 9), and clarifies that the standard for disclosing material events has not changed (Q&A 11)." MORE >> |
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