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Defined Benefit Plans, Including Cash Balance

small plan, can we change val date from BOY to EOY?

Audrey

By Audrey
April 9 in Defined Benefit Plans, Including Cash Balance

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https://benefitslink.com/boards/topic/73431-small-plan-can-we-change-val-date-from-boy-to-eoy/

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Audrey

Audrey

Posted April 9

Posted April 9

this is a take over one man plan with BOY val date, I'm wondering if we can change that to EOY val date assuming auto approved

truphao

truphao

Posted April 9

Posted April 9

yes, if there is a cchange in both the firm and the actuary

Audrey and Lou S.
2

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