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BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
flosfur
Among other items, the IRS is asking for the actuarial reports for succeeding year, year under examination and preceeding 4 years - that's six valuations and takes the audit well beyond the "last 3 years" from the audit letter date!?

I have not seen this before. Is this new and it in the audit guidlines?

Where can I download the audit guidelines from?
pax
Maybe this will help: http://www.irs.gov/irm/part4/
Scroll down to 4.71

I wonder exactly what the request means; to the IRS, the Schedule B is the actuarial report.
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