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What Valuation Date for Short Cash Balance Plan Year Due to Plan Termination?
BenefitsLink Message BoardsLink to more items from this source
June 4, 2021

"Small non-PBGC cash balance plan used a 12/31 valuation date. Froze 3/31/20, terminated 5/31/20, assets all out on 8/12/20. So I'm prepping final report and SB for actuary to sign ahead of 6/15 extended deadline. Is 8/12 an okay valuation date to use?"

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