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#2
07-23-2012, 01:06 PM
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Here's data from pbgc.gov.
__________________
*Humor Disclaimer: Funny or not, some of the above may be intended as humor. No offense is ever intended, but if offended please accept this disclaimer as a blanket apology. If you remain offended, you’re on your own. Ask your doctor if this humor is right for you. Common side effects include forehead slapping, eye rolling, knee pounding, and occasional gastric symptoms. No TARP funds were used for this disclaimer. If you can get cash for this clunker notify me immediately! Last edited by Duffer; 07-24-2012 at 12:21 PM.. 
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#3
07-23-2012, 09:15 PM
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I found the answer to my own question at work today. I think it's when a plan has $50 million or more liabilities than assets (in other words a significant amount), in which case it needs to file this form. Thanks Duffer.
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#4
07-23-2012, 11:18 PM
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Quote:
__________________
If I weren't out here every day battling the white man, I could spend the rest of my life reading, just satisfying my curiosity—because you can hardly mention anything I'm not curious about. — Malcolm X
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#5
07-24-2012, 10:23 AM
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From a 2011 ASPPA presentation (see slide 76):
4010 Filing due for a plan year if: (AVA – COB – PFB) / FT < 80%
__________________
The best time to plant an oak tree is twenty years ago. The second best time is right now.
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#6
07-24-2012, 11:56 AM
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Form 4010 Instructions:
http://www.pbgc.gov/Documents/4010_e...tions_rev1.pdf PBGC Regulation section 4010.4 also has guidance: http://www.pbgc.gov/res/laws-and-reg...reporting.html
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