Pension Rules Parameters Maintenance

This section discusses:

  • Variables usage

  • Rule utilities usage

You can configure eight types of variables to calculate values:

  • Database aliases

  • Table lookup aliases

  • Date aliases

  • Duration aliases

  • Function result aliases

  • Actuarial factor aliases

  • Custom statements

  • Spouse eligibility statements

You can drop certain rule utilities into other definitions as needed, enabling you to reuse a rule without having to set up all of its parameters each time. The following reusable rule definitions are available:

  • Action and Reason categories

  • Actuarial assumptions

  • Interest methods

  • Section 401(a)(17) limits

  • Projection methods