Understanding Calculation Results
A benefit calculation consists of a series of pension processes that together produce a benefit in all of its optional forms of payment. In addition to this end result, each component process generates its own results, which are frequently of interest to the participant and the plan administrator.
You use the Review Main Results (CALCULATION_SUM) component to view summary information for a participant and a calculation. The Review Main Results page provides links that transfer you directly to the other calculation results pages.
The Review Main Results component contains three pages, which display calculation information that is not specific to a plan.
On the Review Main Results search page, the calculation results are keyed by the calculation name and EmplID. You must provide both values because you can run a calculation for multiple participants.
Note: When you use the Review Main Results component to access the calculation results pages, the system takes awhile to load the information. All the pages are in a single component, and the system receives the data for all pages when you first enter the component. However, after the component opens, you can quickly navigate among pages.
When you use the Individual Results component to access the detailed pages, each page loads separately when you access it. Instead of one long wait for all the pages, you experience a short wait each time you access a page.
There are links on the Review Main Results page that transfer you to the plan-specific pages. These links access the pages in the Individual Results component.
The 17 plan-specific pages provide detailed information about the calculation parameters and the plan results. One page displays the calculation inputs, another displays beneficiary information, and the other 15 pages correspond to 15 of the system's 16 core calculation functions.
Note: The other core calculation function, 415 limits, is not plan-specific. Therefore, it appears in the Review Main Results component.
When you access the plan-specific results, you narrow the search by entering a plan name.
When you view the plan-specific pages, the amount of detail displayed depends on whether you select the detailed results option on the calculation page.