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Balance forward plans – Is the time right for an interim valuation?

$225.00

SKU: EBUam093. Category: .

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Abstract: Balance forward plans are defined contribution plans in which participant accounts are generally valued on an annual basis. Because of the stock market decline last year, a number of plan administrators are considering having interim valuations done on their balance forward plans. This article discussed what plan fiduciaries should consider when deciding to perform an interim valuation.

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