With just one click you can insert a new sheet into a
workbook.
Miscellaneous
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Blend two tables, e.g. to create a unisex table |
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Cash flow projection using 1D CSE array formula |
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Cash flow projection using 2D CSE array formula |
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Cash refund annuity illustration (basic principles) |
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Cash refund annuity illustration (Jordan approach) |
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Cash refund annuity -- joint life (not joint and survivor) |
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Commutation functions (Ax, Dx, Cx, Mx, Nx) |
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How to use PVSL with spot rates from a yield curve (and demo of EIRSL function) |
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How to set up a user-defined mortality table (on a sheet or in a file) |
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120% Federal Mid-Term Rates |
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1-Year Treasury Rates (average of all days in month) |
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5-Year Treasury Rates (average of all days in month) |
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10-Year Treasury Rates (average of all days in month) |
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10-Year Treasury Rates (first day of month) |
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30-Year Treasury Rates (average of all days in month) |
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30-Year Treasury Rates (from the IRS Weighted Average Interest Rate Table) |
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IRS 417(e) minimum present value segment rates |
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Spot rates from FTSE (CITI) Pension Discount Curve (The Yield Book web site, same as SOA web site) |
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Spot rates from FTSE (CITI) Above Median Double-A Curve (The Yield Book web site) |
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Spot rates from IRS Corporate Bond Yield Curve (from IRS web site) |
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Optional forms comparison chart |
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Pop-up annuity illustration |
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Lifetime income illustration |
Lump Sums
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Lump sum present value factor table (whole ages) |
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Lump sum present value factor table (monthly ages) |
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IRS 417(e) minimum present value segment rates |
Mortality Tables
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IRS mortality tables for 2018 |
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ERISA Section 4044 Mortality Table |
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ERISA Section 4050 Mortality Table |
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EAC library of mortality tables |
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Pri-2012 mortality tables (this opens a new workbook) |
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Pub-2010 mortality tables (this opens a new workbook) |
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CIA Canadian Pensioners’ Mortality Table, page 26 |
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Pri-2012 comparison of: total dataset, collar, quartile -- page 50 |
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RP-2006 comparison of: total dataset, collar, quartile -- page 51 |
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Pri-2012 comparison of: healthy annuitant, retiree, contingent survivor tables, page 53 |
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Pri-2012 comparison of: disabled tables, page 54 |
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Pub-2010 amount weighted, headcount weighted, above- and below-median tables, pages 51-55 |
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Pub-2010 disabled retiree tables, page 56 |
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Pub-2010 contingent survivor tables, page 57 |
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RP-2014 create a combined table |
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RP-2014 SOA Mortality Tables Report, page 47 |
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RP-2014 SOA Mortality Tables Report, page 48 |
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RP-2014 usage |
Mortality Improvement Scales
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Mortality Improvement Scale library (1-d scales) |
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BB 2-dimensional (male) |
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BB 2-dimensional (female) |
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CPM-BM (male) |
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CPM-BF (female) |
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MI-2017 (male) |
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MI-2017 (female) |
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MP-2014 (male) |
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MP-2014 (female) |
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MP-2015 (male) |
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MP-2015 (female) |
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MP-2016 (male) |
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MP-2016 (female) |
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MP-2017 (male) |
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MP-2017 (female) |
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MP-2018 (male) |
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MP-2018 (female) |
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MP-2019 (male) |
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MP-2019 (female) |
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MP-2020 (male) |
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MP-2020 (female) |
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MP-2021 (male) |
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MP-2021 (female) |
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CIA MI-2017 demo |
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SOA MP-2014 demo |
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SOA MP-2015 demo |
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SOA MP-2016 demo |
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SOA MP-2017 demo |
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SOA MP-2018 demo |
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SOA MP-2019 demo |
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SOA MP-2020 demo |
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SOA MP-2021 demo |
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RP-2000 Mortality Improvement Scales AA, BB, 2D (and generational) |
IRS Life Expectancy Tables for RMDs
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Table 1 Single Life Table (for RMD 2022+) |
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Table 2 Uniform Lifetime Table (for RMD 2022+) |
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Table 3 Joint and Last Survivor Table (for RMD 2022+) |
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IRS Table I (Single Life Expectancy) |
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IRS Table II (Joint and Last Survivor Life Expectancy) |
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IRS Table III (Uniform Lifetime Table) |
Regulatory Amounts (not available in EAC Tools Basic Version)
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Cost-of-Living Adjustments for Retirement Plans |
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Covered Compensation Table Published by IRS |
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Enrolled Actuaries Report -- Covered Compensation Table |
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Enrolled Actuaries Report -- Social Security Factors and IRS Limits |
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Functions for IRS Limits -- Demonstration of parameter options and usage |
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Automatic Determinations in Recent Years |
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Social Security Amount of Earnings Needed to Earn One Quarter of Coverage |
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Social Security Calculator |
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Social Security Cost-Of-Living Adjustments |
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Social Security Exempt Amounts Under the Earnings Test |
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Social Security FICA Tax History Charts |
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Social Security for Various Combinations of Last Day Worked and Age at Benefit Commencement |
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Social Security Tax History and Maximum Tax (Adjusted for Inflation) |
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Social Security Value Analysis For Various Levels of Earnings -- Attain Retirement Age Now |
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Social Security Value Analysis For Various Levels of Earnings -- Attain Retirement Age in the Future |
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PBGC Table II-A, Expected Retirement Ages for Individuals in the LOW Category |
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PBGC Table II-B, Expected Retirement Ages for Individuals in the MEDIUM Category |
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PBGC Table II-C, Expected Retirement Ages for Individuals in the HIGH Category |
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PBGC Retirement Rate Category Table |
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PBGC Maximum Monthly Guarantee Tables |
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PBGC Maximum Guarantee -- Present Value Table |
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PBGC Premium - Single Employer |
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PBGC Premium - Multi Employer |
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PBGC Premium - Both Single and Multi |
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PBGC Premium Rates - Current and Historical |
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Consumer Price Index - All Urban Consumers (CPI-U) |
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Consumer Price Index - All Urban Consumers (CPI-U) -- Historical Table |
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Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) |
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Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) -- Historical Table |
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Inflation Chart (based on CPI-U) |
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Inflation Adjustment Table (based on CPI-U) |
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Limitation on Joint and Survivor Percentage, Nonspouse Beneficiary -- Section 1.401(a)(9)-6 |