Regulatory Alerts2021-11-10
Conditions for Actuarial Exemption for DC Funds
The regulator issued standard RF.S.5.10 to define the specific conditions required for actuarial exemptions in Defined Contribution funds. The directive mandates precise valuation methodologies, ongoing compliance reporting, and clear eligibility criteria that fund trustees must implement. These requirements reduce administrative burdens while maintaining rigorous oversight of DC fund solvency and long-term financial health.
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