Julia C
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Everything posted by Julia C
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J&S for Money Purchase Plan
Julia C replied to Julia C's topic in Defined Benefit Plans, Including Cash Balance
Thank you. I never deal with DC plans in that matter before. -
J&S for Money Purchase Plan
Julia C replied to Julia C's topic in Defined Benefit Plans, Including Cash Balance
The monthly annuity shall be provided through an annuity contract purchased by the Plan from a licensed insurance company. This is all I found regarding this matter. -
I had been asked to calculate the 50 J&S for Money Purchase Plan participants. I did not find any actuarial equivalent provisions in the plan document. What mortality and interest rate should I use?