Treasury Regulations (26 C.F.R.)

26 CFR § 1.433(h)(3)-1

Mortality tables used to determine current liability.

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# (a) Mortality tables used to determine current liability.

In accordance with section 433(h)(3)(B), the mortality assumptions that apply to a single-employer defined benefit plan for the plan year pursuant to section 430(h)(3)(A) and (D) and §§ 1.430(h)(3)-1(a)(1) and (a)(2)(ii) are used to determine a cooperative and small employer charity (CSEC) plan's current liability under section 433(h). For purposes of this paragraph (a), either the generational mortality tables used pursuant to § 1.430(h)(3)-1(b) or the static mortality tables used pursuant to § 1.430(h)(3)-1(c) are permitted to be used without regard to whether the plan is a small plan as defined in § 1.430(h)(3)-1(c)(1)(ii). However, substitute mortality tables under §§ 1.430(h)(3)-1(a)(2)(i) and 1.430(h)(3)-2 are not permitted to be used for purposes of this paragraph (a).

# (b) Applicability date.

This section applies for valuation dates occurring on or after January 1, 2024.

[T.D. 9983, 88 FR 72366, Oct. 20, 2023]

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In this part (40 sections)
  1. 1.422-2 · Incentive stock options defined.
  2. 1.422-3 · Stockholder approval of incentive stock option plans.
  3. 1.422-4 · $100,000 limitation for incentive stock options.
  4. 1.422-5 · Permissible provisions.
  5. 1.423-1 · Applicability of section 421(a).
  6. 1.423-2 · Employee stock purchase plan defined.
  7. 1.424-1 · Definitions and special rules applicable to statutory options.
  8. 1.425-1.429 · §§ 1.425-1.429 [Reserved]
  9. 1.430(a)-1 · Determination of minimum required contribution.
  10. 1.430(d)-1 · Determination of target normal cost and funding target.
  11. 1.430(f)-1 · Effect of prefunding balance and funding standard…
  12. 1.430(g)-1 · Valuation date and valuation of plan assets.
  13. 1.430(h)(2)-1 · Interest rates used to determine present value.
  14. 1.430(h)(3)-1 · Mortality tables used to determine present value.
  15. 1.430(h)(3)-2 · Plan-specific substitute mortality tables used to…
  16. 1.430(i)-1 · Special rules for plans in at-risk status.
  17. 1.430(j)-1 · Payment of minimum required contributions.
  18. 1.431(c)(6)-1 · Mortality tables used to determine current liability.
  19. 1.432 · [Reserved]
  20. 1.432(e)(9)-1 · Benefit suspensions for multiemployer plans in critical…
  21. 1.433(h)(3)-1 · Mortality tables used to determine current liability.
  22. 1.434-1.435 · §§ 1.434-1.435 [Reserved]
  23. 1.436-0 · Table of contents.
  24. 1.436-1 · Limits on benefits and benefit accruals under single employer…
  25. 1.437-1.440 · §§ 1.437-1.440 [Reserved]
  26. 1.441-0 · Table of contents.
  27. 1.441-1 · Period for computation of taxable income.
  28. 1.441-2 · Election of taxable year consisting of 52-53 weeks.
  29. 1.441-3 · Taxable year of a personal service corporation.
  30. 1.441-4 · Effective date.
  31. 1.442-1 · Change of annual accounting period.
  32. 1.443-1 · Returns for periods of less than 12 months.
  33. 1.444-0T · Table of contents (temporary).
  34. 1.444-1T · Election to use a taxable year other than the required…
  35. 1.444-2T · Tiered structure (temporary).
  36. 1.444-3T · Manner and time of making section 444 election (temporary).
  37. 1.444-4 · Tiered structure.
  38. 1.446-1 · General rule for methods of accounting.
  39. 1.446-2 · Method of accounting for interest.
  40. 1.446-3 · Notional principal contracts.
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