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 (optional): calculation date upon which the amount is to be determined.
  • ACD (optional): used to override the ACD used in the calculation.
  • AccountDate (optional): used to override the Account Determination Date used in the calculation.
  • SBCODate (optional): 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).
Related Topics
PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com