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Handling Deposits Made Before the Valuation Date in the First Year of a DB Plan
American Retirement Association [ARA] 
Nov. 11, 2025 "[T]here appears to be a contingent of folks who believe, irrespective of asset activity during the year, that end of year assets should always be zero for funding and deduction purposes in the initial year. The other -- and in [the authors'] opinion the clearly proper -- answer is that assets reflect the fair market value of the plan assets, reduced by deposits made, such deposits adjusted with interest." MORE >> |
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