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Gary

Mar 19 2009, 03:11 PM

Does this reporting only apply to large plans? That is, a certain size or asset value or amount of underfunding?

I know it references AFTAP under 80%.

Thanks.

Andy the Actuary

Mar 19 2009, 03:20 PM

QUOTE (Gary @ Mar 19 2009, 03:11 PM)

Does this reporting only apply to large plans? That is, a certain size or asset value or amount of underfunding?

I know it references AFTAP under 80%.

Thanks.

It appears to apply only to members of a controlled group and not to single employers.

Gary

Mar 19 2009, 04:28 PM

Yes, but what about the situation where an individual wholly owns two companies with a total of say only 5 employees?

TammyS

Apr 28 2009, 09:39 AM

QUOTE (Andy the Actuary @ Mar 19 2009, 04:20 PM)

QUOTE (Gary @ Mar 19 2009, 03:11 PM)

Does this reporting only apply to large plans? That is, a certain size or asset value or amount of underfunding?

I know it references AFTAP under 80%.

Thanks.

It appears to apply only to members of a controlled group and not to single employers.

Andy

Where do you see that it only applies to members of a controlled group? I want that to be the case. In the section of the model annual funding notice, it says "...members of a controlled group, if any.."

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