Jump to content

Recommended Posts

Posted

I used to have a great chart of what the maximum allocation was in a cash balance plan. Rows were ages, and columns were different income levels. But the company who did that stopped doing it.  Anyone know of a good website?  I would figure there would be someone out there who would even have a little calculator (enter age, comp, etc and it spits out a funding range, etc).  Anyway, that chart was so handy  becaue you could give clients on a call a quick idea of the numbers being discussed without having to go to the actuary.  Obviously you follow up with the actuary for the real numbers but again the chart was just really handy.

Austin Powers, CPA, QPA, ERPA

Posted

EBG.com does something like that, with a separate table when using the year's AMT versus GAR94 as the mortality table.   Not sure how it reconciled to the funding requirements FOR such a contribution, though.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use