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  1. CJS07
    There is some discussion and disagreement among some of us as we have seen different firms use different approaches - wondering if anyone can settle these 2 questions: 1. If you are preparing a 2012 Valuation and a participant has a loan payment receivable (due in 2012 but doesn't get deposited at Fund company until January 2013). Do you show the payment receivable in your 2012 Valuation as a receivable and reduce the loan balance by that payment? OR Do you report the loan balance as of 2012 without the receivable payment? 2. It is 2013, you are working on a 2012 Valuation. You notice there is a participant that has incurred a 5 year break in service (as of 12/31/12) who needs to have a portion of their account forfeited. Do you show the forfeiture on your 2012 Valuation, have the Fund Co. forfeit the person in 2013, and then make adjustments to the forfeiture account for the gain/loss in 2013 OR do you leave the person as is on the 2012 Valuation, have the fund company forfeit the unvested portion in 2013 and show that forfeiture on the 2013 Valuation? TIA
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