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Pension Resource

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Estimated Projected 415 Immediate Lump Sums



Category

IRS Limits & Commutation Factors

Disclaimer

The calculations provided on this page are **estimates** intended to offer a projection of year end potential maximum 415 lump sum distributions. The actual **415 maximum lump sum calculations must be determined monthly**, as required by regulatory guidelines. These **annualized projections** are not calculated to the required precision and **should not be used for actual distributions**. Also the 415 Years of Service and 415 Years of Participation illustrated here may differ based on plan provisions.

The results generated by this tool are for informational purposes only and **do not constitute financial, legal, or actuarial advice**. You should consult with a **qualified actuary or benefits professional** before making any pension-related decisions.

**Hold Harmless Agreement:** By using this tool, you acknowledge that the authors, providers, and distributors of this tool **are not liable for any inaccuracies, miscalculations, or decisions** made based on the provided estimates. Users assume full responsibility for verifying results with an **actuarial professional**.

**Do not use these estimates for actual plan distributions.**