FAQ 240: 401a4--How are the a4 numbers (accrual rates, etc.) that are shown on the test calculated?


Please help.


Our documentation, 401(a)(4) Training, shows detailed calculations for all portions of the testing, as well as all accrual rate methods. You can download this document from our website. When printing the a4 test, be sure to check "Print Support Pages" so you can see the supporting data for the accrual rate calcs.