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Excel functionality is provided for calculating: |
Basic |
Full |
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Actuarial present value of single life annuities |
✓ |
✓ |
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Actuarial present value of joint life annuities |
✓ |
✓ |
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Actuarial present value of life insurance |
✓ |
✓ |
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Life expectancy and probability of survival |
✓ |
✓ |
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Actuarial equivalence |
✓ |
✓ |
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Commutation functions |
✓ |
✓ |
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Interest rate functions |
✓ |
✓ |
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Age and date functions |
✓ |
✓ |
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Defined contribution plan functions |
✓ |
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IRS limits |
✓ |
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IRS covered compensation calculator |
✓ |
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Social Security benefit calculator |
✓ |
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Social Security related items (e.g. National Average Earnings, Wage Base, early/late factors, etc.) |
✓ |
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PBGC-related items |
✓ |
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Bureau of Labor Statistics CPI-U and CPI-W values and inflation |
✓ |