Excel Custom Functions for Annuity Factors - Update

[Guest Doug Goelz]

Hello all. Happy 2014!

Since I have received a few e-mails asking about whether the Excel add-in I uploaded at the link below has been updated, I thought I would just post this message.

The add-in has been updated with the 2014 and 2015 mortality tables issued in IRS Notice 2013-49, and there are now 66 mortality tables available in it. These tables are documented in the first sheet of the attached sample applications Excel file.

As before, the add-in is distributed “as is” and with no warranties. However, for what it’s worth, the add-in has been in use by many different users since 2009, and I have yet to encounter or be informed of any errors or unhappy users.

http://benefitslink.com/boards/index.php?/topic/44228-excel-custom-functions-for-ppa-annuity-factors/

If you happen to have been using the add-in and are interested in the updated version (or just have questions about it), please e-mail me at doug.goelz@phoenix-benefits.com.

Best,

Doug

PENPROG Functions - Sample Applications 2013-1.xls