The Calculation Results Screen displays the benefits and supporting values produced by a participant calculation. Review the result tabs and select any output or benefit-record actions before closing the screen.

• Participation Date: Displays the participation date determined for the calculation.
• Normal Retirement Date: Displays the plan’s normal retirement date for the participant.
• Dates First and Fully Vested: Displays the dates on which the participant first becomes vested and reaches full vesting.
• Vesting/Pre Retirement Death: Displays the calculated vesting and pre-retirement death-benefit information.
• Earliest Retirement Date: Displays the earliest retirement date determined by the plan.
• Annuity Commencement Date: Displays the date on which the calculated annuity begins.
• Benefit at NRD: Displays the calculated benefit at normal retirement date.
• Early Reduction Factor: Displays the reduction factor applied for early commencement.
• Employee-paid Benefit at ACD: Displays the employee-paid portion of the benefit at annuity commencement.
• Top Heavy Min / Vesting Pct: Displays the calculated top-heavy minimum and vesting percentage.
• Section 436 Max Value: Displays the maximum value calculated under the plan’s Section 436 limitation settings.
• 415(b) Maximum Benefit: Displays the maximum benefit calculated using the plan’s 415(b) settings.
• Benefits list: Lists the calculated payment options. Select an option here when using Store selected option as benefit payment.
• Qualified joint and survivor waiver indicator: Identifies an option requiring a qualified joint and survivor waiver.
• Monthly / Annual: Switches the displayed benefit amounts between monthly and annual values.
• Display retroactive values: Shows the retroactive values associated with the calculated benefits.

• Results Tabs: Select a tab to review the results for a particular part of the calculation, such as service, average earnings, account balances, dates, factors, or benefits. These tabs let you review the supporting values behind the benefits shown on the Main tab. The results available depend on the items calculated for this run.

• Results Options:
  • Print Results: check this box display the Calculation Print Screen allowing you to choose which pages to print.
  • Export Results: check this box to display the Export screen in order to export these calculated results for this Person.
  • Store selected option as benefit payment: if a benefit payment option is selected on the Main calculation results tab and this box is checked, when you press the OK button, a benefit payment will be added for this person reflecting the amounts for the selected option. Please note that the results will not be saved for this Person unless you choose to save the Person to the database.
  • Add benefit options to Worktrack Task: check this box to either create a new Worktrack Task for this Person or to add the benefit options to this task.
    • Amounts are estimated and may require final recalculation: Marks the results as estimated when they may need a final recalculation. Review this selection when preparing preliminary benefit information.
  • Reported: Opens the actual and projected Reported Amounts used in the calculation.
  • Excel: Exports the displayed result information to Excel.