Guest ljh1969 Posted November 30, 2004 Posted November 30, 2004 For a plan with both core investments (mutual funds) and individually directed accounts. that is moving from balance forward to daily valuation, should the participants with IDAs also be blocked from making any investment changes, requesting distributions, loans, etc. as the participants in the core investments are prohibited from doing so until the 12/31 balance forward valuation is complete? Does this hinge on the ratio of HCEs in the IDA group?
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