rlb64 Posted March 27, 2006 Posted March 27, 2006 What is the account balance for determining maximum loans in a balanced forward plan if a participant has been paying on a current loan? Is the participant's loan interest paid as of the most recent valuation date added to the account value on this valuation date? Loans are a participant directed fund.
stephen Posted March 28, 2006 Posted March 28, 2006 When I worked on Balance forward plans and the loans were participant directed invetsments we did it this way.
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