Preston Actuarial and Benefit Services

Required Minimum Distribution Calculation Factors

 2003 Regulations under 401(a)(9)

This is a worksheet that we use to determine the factors under 401(a)(9).  These factors are from the regulations published in 2003.

Maximum Loan Calculator

According to IRC Section 72(p)

This is a worksheet we use to determine the maximum loan available from a qualified plan.