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Adjustment Factor Under Age Weighted Profit Sharing Plan
BenefitsLink Message Boards Link to more items from this source
July 28, 2017
"I am working on an age weighted profit sharing plan. 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? Or would the adjustment factor remain at Age 55 even if the participant is over age 55?"

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