Peggy806
Jan 9 2009, 06:04 PM
May I use any mortality table for cross testing, even if I use SSRA in the test?
david rigby
Jan 9 2009, 10:05 PM
You can find the IRS list of "standard mortality tables" in Regulation 1.401(a)(4)-12.
http://ecfr.gpoaccess.gov/cgi/t/text/text-...26/26tab_02.tplThe IRS has updated it from time to time; perhaps someone else can find a link to updates.
AndyH
Jan 15 2009, 11:52 AM
BTW, I don't think it is clear that you can use SSRA in the test.
Tom Poje
Jan 15 2009, 03:08 PM
good point, check your document.
I know the new Corbel documents contain such language, (otherwise you would have to use the plan's normal retirement age)
even if you use SSRA as testing another issue is to whether you would also have to do a BRF on age 65, 66 and 67 which would most likely fail.