Defined Benefit Plans - Deferred Interest Types and Credit Methods

This online training video will focus on the interest types and credit methods relief associations with a defined benefit plan are authorized to offer to deferred members. The topic is intended for relief associations that currently offer interest to deferred members or have previously deferred members who are accumulating interest.

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0:00:28 - Access All Training Videos

0:00:55 - Deferred Interest Bylaw Decisions

0:01:28 - Bylaw Guides

0:01:50 - Deferred Interest Types

0:02:18 - Deferred Interest Types No Longer Authorized

0:02:49 - Statement of Position

0:03:10 - Deferred Interest Credit Methods

0:05:02 - Membership Eligibility

0:05:47 - Board Set, Up to 5%

0:06:53 - Separate Investment Account

0:07:39 - Separate Investment Vehicle

0:08:34 - Straight 5%

0:09:09 - Relief Rate of Return, Up to 5%

0:09:50 - OSA Rate of Return, Up to 5%

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