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  1. JAY21
    I don't do many permitted disparity plans these days. On a takeover plan a participant will be getting a lump sum distribution. The excess benefit % uses the maximum permitted disparity % (0.75% for SSRA of 65; reduces to 0.70%, for SSRA=66, and .65% for SSRA = 67). The Actuarial Equivalence for the excess portion for purposes of calculating a lump sum distribution uses standard interest rates (7.5%) and a standard mortality. Does applicable of 417(e) rates have any impact on the excess benefit % ? Is there any adjustment/normalization due to 417(e) I think I remember that you didn't have to make any special adjustment just for 417(e) lump sum purposes to the excess benefit %, but I'm not positive on that. Appreciate any feedback.
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