GETBENPAYSET

Calculates the selected Benefit Payment Set accrued as of the dates specified and reflects and early/late adjustment and 415(b) limitation if applicable.

Formula Syntax

GETBENPAYSET("DefName", CalculationDate (optional), ACD (optional), AccountDate (optional), SBCODate(optional))

"DefName": the name of the definition. Note that this name must be contained in quotes.

CalculationDate: calculation date upon which the amount is to be determined.

ACD: used to override the ACD used in the calculation.

AccountDate: used to override the Account Determination Date used in the calculation.

SBCODate: used to override the all Benefit Cashout Date used in the calculation.

Examples

GETBENPAYSET("benefitsRet", Age60, Age60): will return the benefit as of the dates Age60 (including early adjustment).

PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com