Guest LLandau Posted January 3, 2003 Posted January 3, 2003 Is a DC plan required to disclose a specific "valuation date" in its SPD for those who are to receive a distribution from the plan?
mbozek Posted January 4, 2003 Posted January 4, 2003 Without looking at the regs I think the valuation date is a material term which should be disclosed in the SPD- Otherwise how will participants know how the value is determined? mjb
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