Custom Actuarial Design for Maximum Retirement Efficiency

Plan Educator

Index

Index of all Plan Educator pages.

401k Deferral

5 Years of Service

Age

Defined Benefit Plan (DBP / DB)

Defined Benefit Plans Overview

HCE

High 3-Year Average Compensation (Compensation)

Key

Level Funding Contribution (Cost of Individual)

Lump Sum at Retirement

Maximum Deductible DB Plan Contribution

Maximum Total DB Plan + 401k Plan

Minimum Required Contribution

Optional 401k Plan

Percent Owner

Present Value of Accrued Benefit (PVAB)

Profit Sharing (PS)

Projected Annual Benefit at Retirement

Retirement Age (Ret Age)

Retroactive 401k Deferrals for Sole Proprietors

Solo

Total Benefit Value

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