Featured Jobs
|
BPAS
|
|
BPAS
|
|
BPAS
|
|
Pentegra
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Southern Pension Services
|
|
Regional Vice President, Sales MAP Retirement USA LLC
|
|
Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
|
|
Retirement Plan Consultants
|
|
Managing Director - Operations, Benefits Daybright Financial
|
|
Retirement Relationship Manager MAP Retirement
|
|
July Business Services
|
|
Anchor 3(16) Fiduciary Solutions
|
|
MAP Retirement
|
|
Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Options for Asset Allocation Disclosure on a Defined Benefit Plan’s Annual Funding Notice
Ivins, Phillips & Barker 
Feb. 14, 2025 "Defined benefit plans are required to provide participants with an Annual Funding Notice, or 'AFN.' DOL regulations require that the AFN include the allocation of Plan investments, but do not dictate specific asset categories that must be listed for purposes of this disclosure. The AFN is usually prepared by the plan's actuary, then reviewed by the plan administrator. This Benefits Bullets is intended to assist the plan administrator's review. It provides background on the asset allocation disclosure requirement and presents several ways that defined benefit plans can meet it." MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |