J2D2 Posted July 23, 2002 Posted July 23, 2002 Has anyone seen any articles, surveys, etc. on the issue of using interim valuations to make distributions? With the rapidly changing (mostly declining) markets, those remaining plans using annual, semi-annual and even quarterly valuation dates could be facing some difficult issues when it comes to making distributions based on stale valuations. I've seen cases on both sides of the issue, but have not yet been able to distinguish a trend. Thanks.
david rigby Posted July 23, 2002 Posted July 23, 2002 If you have not already, you might try searching both the Message Boards and BenefitsLink. Here is one item: http://www.benefitslink.com/reish/guidelin.../valuation.html I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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