Kentucky Trust Company |
Nicholas Pension Consultants |
RTD Financial Advisors |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement, LLC |
Farmer & Betts, Inc. |
Retirement, LLC |
Plumbers Local Union No. 1 Benefit Funds |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement Plan Relationship Manager ERISA Services, Inc. |
EPIC Retirement Plan Services |
EPIC: TPA/DPS |
Retirement Plan Legal Specialist Pentegra |
Retirement Plan Documents Specialist Loren D. Stark Company |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Pentegra |
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What Valuation Date for Short Cash Balance Plan Year Due to Plan Termination? BenefitsLink Message Boards ![]() 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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