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Definition

Interest Crediting Rate

The rate used to grow Cash Balance account balances.

The interest crediting rate is the rate defined in the plan document for crediting interest to hypothetical account balances, such as a fixed rate or a rate tied to Treasury yields or actual plan returns.

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  1. 1A live walkthrough from census to Schedule SB
  2. 2A look at templates, calculators, and team roles
  3. 3Time for your questions about setup