chris Posted January 15, 2004 Report Share Posted January 15, 2004 A participant has requested an "itemized accounting and valuation" of his individual account balance. All plan assets are held in the general trust and the participant has no segregated account. Wouldn't it be sufficient to provide an SAR along with the participant's benefit statement for the current year? Thanks. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now