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AFTAP, Annual Funding Notices, and the Schedule SB

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Webcast Recording Title: AFTAP, Annual Funding Notices, and the Schedule SB
Presented By: David Lipkin, FSA, MSPA, EA, Metro Benefits.
Original Date of Presentation: July 14, 2011
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE
Webcast Description:

Defined benefit plans require the expanded funding notice, an AFTAP determination and schedule SB, whether required to be filed or not. There are numerous schedules which must be attached to the schedule SB for filing on EFAST2. Come hear the nitty-gritty of:

  • Deadlines for preparing the AFTAP and why you might prepare it early;
  • How to complete the schedule SB for beginning and end of year valuations;
  • Which attachments to include with the schedule SB;
  • and Preparation and timing of the annual funding notice
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