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Full Version: valuation for a frozen plan
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
abanky
Does a valuation need to be performed every year for a frozen plan with one participant?... mainly, in regards to the Schedule B
Effen
yes

Although you may not be required to actually file the schedule SB if the assets are less than $250K, you are still required to have one prepared.
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