Session from the 2012 Enrolled Actuaries Meeting
03/26/2012 - 11:05 AM – 12:35 PM
Session Category: Funding and Schedule B Issues
Credits: EA Core 1.80 CPD 1.80
Starting in 2008, the Pension Protection Act of 2006 changed what must be shown on the Actuarial Information form (Schedule MB) of the Form 5500. The panelists at this session review each line of the Schedule MB, referring to the instructions for each line and identify issues related to completion of the Schedule MB along with related items on Schedule R.