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Plan-Specific Substitute Mortality Tables for Determining Present Value

tax-irs · IRS · Rule · Published 2024-07-31 · Effective 2024-07-31 · 89 FR 61343

Document

Document number
2024-16520
Federal Register citation
89 FR 61343
CFR reference
26 CFR 1
Type
Rule
Action
Final regulations.
Category
tax-irs
Sub-agency
IRS
Publication date
2024-07-31
Effective date
2024-07-31
Treasury docket
TD 10005

Abstract

This document sets forth final regulations that update the requirements that a plan sponsor of a single-employer defined benefit plan must meet to obtain IRS approval to use mortality tables specific to the plan in calculating present value for minimum funding purposes (as a substitute for the generally applicable mortality tables). These regulations affect participants in, and beneficiaries of, certain retirement plans and employers maintaining those plans.

Source

Authoritative
Federal Register document
Machine
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