Help needed (quickly) re 2/3rd rule for life insurance in DB plans

[Ilene Ferenczy]

Hi, guys--

I seem to have lost my copy of the famous/infamous Jim Holland letter that discussed using the 2/rds rule for life insurance in a DB plan (also known as the envelope method).  I have found it discussed in various books, but there's no citation (and i think that's because it was a relatively informal letter and not necessarily binding precedent.

Can anyone shoot me a copy of that letter?  I need it desperately for an expert witness opinion that i have to send out later today.

Thanks so much in advance.  My email is ilene@ferenczylaw.com.

[Bill Presson]

I've got the other infamous one, but not that one. Maybe Lance Wallach has it? 😁

[Ilene Ferenczy]

You know, Bill, that I'm talking about the letter you sent me all those years ago, right?

 

[Bill Presson]

But that one dealt with incidental limits in a DC plan and the impact that rollover funds might play. DB plans were never mentioned. 
 

Sorry that I’ve stepped away. I will send it to you this evening. 

[Bill Presson]

Sent

[Effen]

FYI, Jim Holland is still very active on the ACOPA Board.  He is working for Cheiron and his email is likely on the SOA site.  You could just email him and see if he has a copy.