JessFSA Posted July 29, 2013 Posted July 29, 2013 As I understand it, when valuing mass withdrawal liability one uses the ERISA section 4044 mortality and interest rates. Should the expense loading factors in Appendix C also be used?
Jim Dexter Posted August 15, 2013 Posted August 15, 2013 Yes, you do add the expense loading - see 29 C.F.R. § 4281.13(e).
JessFSA Posted August 15, 2013 Author Posted August 15, 2013 Thank you Jim. It seemed logical, but I hadn't been able to find the citation.
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