◀ The Principal Blog

Posts tagged ‘Mortality’

IRS Mandates Use of New Mortality for 2018…Unless You Don’t Want To!



On October 3, 2017, the IRS released Notice 2017-60, finally acknowledging that new mortality assumptions would be required for 2018 in the determination of minimum contributions and, by association, Pension Benefit Guaranty Corporation (PBGC) premiums. But in an altruistic maneuver by the IRS (two…

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IRS Sees Mortality Shadow: 12 More Months of Lump Sum Windows?



In the hamlet of Punxsutawney, PA — a mere 90 minute drive northeast of my current blogging location — thousands of revelers gather each February 2 to see whether or not a groundhog will be frightened of its own shadow. The climax of the proceedings occurs when the groundhog,…

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