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Found 2 results

  1. M Norton
    When cross-testing a 401(k) plan, we have always used an interest rate of 8.5% and the UP-1984 mortality table. Are those still the best choices or are others recommended. Input welcome!
  2. Bri

    LRM 94

    Bri posted a topic in Cross-Tested Plans

    Can I please just have everyone agree with this statement so that I can link to it to show the non-believers in my office? The restriction on the number of allocation rates in a cross-tested plan was specifically dictated by LRM #94 and was solely applicable to get a prototype document approved during the EGTRRA cycle. This has been removed for the PPA cycle. And nothing in the 401(a)(4) regulations themselves even make mention of this, thus meaning PPA documents are not limited to the number of groups or rates available, nor are plans operating under them expected to comply with such a restriction when running 401(a)(4) tests. Thanks --bri
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