PBGCXRACategory

PBGCXRACategory returns the expected retirement age category (low, medium, high) for ERISA section 4044 calculations.

More information can be found at PBGC web site.

Syntax

PBGCXRACategory (YOB, ERA, URA, MonthlyBenefit, [HighCategoryOverride], [ValuationYear])

Parameter Name	Description
YOB	Participant's year of birth.
ERA	Participant's earliest retirement age. Must be from 30 to 80.
URA	Participant's unreduced retirement age. Must be from 40 to 80, and not less than ERA.
MonthlyBenefit	Monthly amount of pension benefit payable to the participant and commencing at the ERA.
ValuationYear	The calendar year in which the actuarial valuation date occurs.