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Annual Percentage Rate (APR) in Cross Testing


Alex Daisy

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actually the immediate annuity factor falls imbetween (at least at 8.5% interest)

if I said otherwise, I apologize. the tables at either end were UP84 and 1983IAF.

by the way, the regs list which tables are allowed to be used

1.401(a)(4)-12 definitions: standard mortality table

so you cant use just any table.

the last sentance says: the applicable mortality table under section 417(e)(3)(A)(ii)(I) is also a standard table.

otherwise you couldn't use the new table that gets released every few years for those DB folks to pay lump sums.

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