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  1. tjw572
    I have an age weighted profit sharing plan that I am working on. I haven't seen many of these in my 20+ years. Plan Document is SunGard PPA. NRA in document is age 55. UP-1984 8.5% is mortality table. Based on the document the units are determined by multiplying compensation by the table factor on years to NRA and table factor of adjustment factor if NRA is not 65. Does the adjustment factor change for those over 55? Our testing software is using the adjustment based on participant's current age if over Age 55. This appears reasonable, since the participant's NRA is their current age since they are still employed. Or would the adjustment factor remain at Age 55 even if the participant is over age 55? I can't find any documentation on this and ERISA Outline Book doesn't have much on Age Weighted allocations and there is not much on the web doing a general search.
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