What’s New
New in Version 3.18
December 2022
- Interface enhancement to interest rate tables, Ref’d by and Data Defaults
- Plan constants by multiple coded fields
- A new late retirement annual calculation option
- And many additional features
New in Version 3.17
April 2022
- Deep compare of Plan Definitions
- 415 calculation improvements
- Alternative beneficiary date of birth
- And many additional features
New in Version 3.16
September 2021
- A new plan editor interface
- New array operators
- User-friendly output
- Plus many other new features
New in Version 3.15
January 2021
- Small benefit cash out provisions
- Flatter benefit formula component interface
- Interest-only and survivor late retirement components
- Joint & Survivor Social Security Level Income enhancements
- Over 20 other enhancements
New in Version 3.14
February 2020
- plan constants
- actuarial equivalence (AEQ) by benefit definition
- retroactive payments
- 417(e) early retirement adjustment for minimum AEQ
- and many other features
