Referencing Cash Balance Results at Different Dates

The value of a cash balance account changes over time. Although a cash balance accounts function result provides the value of the account at event date, the system also calculates the value at other dates: normal retirement date, benefit commencement date, and lump sum date. Moreover, if you've applied 401(a)(17) limits to the earnings used in determining cash balance credits, the system calculates both the limited and unlimited amounts at each of these three dates. To reference any of these six results, set up a function result alias on the Function Result Aliases page.