Hojo

Ah, there's the rub. That's the issue to a point. I expect there to be a small minimum contribution. My hope is that I can do the valuation in June after the May rates come out and determine the minimum to have them pay in July and then pay out end of August..... That is where I was leaning, but wanted to get some more opinions. Any other thoughts from the peanut gallery?

I have a small plan that uses an end of year valuation (typically 12/31), but is terminating the plan at the end of March (3/31). They use segment rates with a 3 month lookback from the valuation date to value the funding target. They expect to pay out the full assets by the end of August (8/31) within the same year. Based on this, what would I use as the final valuation date to determine the minimum and file on the Schedule SB, 3/31/2012, 8/31/2012 or 12/31/2012? If not 12/31, how do I do the lookback to determine the segment rates?