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OHBEN7434 - Define Reassessment Rate Parameters
General Data in Customer Master General Data in Customer MasterThis documentation is copyright by SAP AG.
In this IMG activity, you define how the system determines the re-assessment rate for each combination of a calculation group and a cash balance plan.
You complete this definition by the following steps:
- Assign the decision factors that are used for the re-assessment rate, and to decide the key date when to retrieve the decision factors
- Note:
- You can only assign a maximum of two decision factors for each combination of a calculation group and a cash balance plan. If sub-plans exist, this step is on sub-plan level.
- Determine the value or status of each decision factor and the corresponding reassessment rate when employee's data meets the requirements.
For each combination of a contribution calculation group and a plan, the reassessment rate is represented in formulas by the parameter REASSRATE in formula.
Refer to the sample entries to help you to define the re-assessment rate.
In your company, for employees working in Tokyo, age and eligibility status are used as re-assessment rate decision factors.
In step 1, you make the decision factor assignments as follows:
| Plan | Sub-plan | Calculation Group | Decision Factor 1 | Decision Factor 2 |
|---|---|---|---|---|
| 005 Contract-type DB Plan | 002 | Tokyo | Age | Eligibility Status |
In step 2, you make the detailed definition as follows:
| Decision Factor 1 | Decision Factor 2 | Start Date | End Date | Rate |
|---|---|---|---|---|
| 25 years (old) | Eligible | 1/1/2000 | 31/12/2003 | 3 |
| 25 years (old) | Eligible | 1/1/2004 | 31/12/9999 | 0 |
| 60 years (old) | Eligible | 1/1/2001 | 31/12/2008 | 5 |
| 60 years (old) | Eligible | 1/1/2009 | 31/12/9999 | 0 |
Three employees, A, B, and C, participate in this plan, who are 22, 46 and 62 respectively on June 31, 2002. According to the settings above, the re-assessment rates for them are:
| Employee | Age | Rate |
|---|---|---|
| A | 22 | 0 |
| B | 46 | 3 |
| C | 62 | 5 |
Addresses (Business Address Services) General Data in Customer Master
This documentation is copyright by SAP AG.
Length: 3755 Date: 20240523 Time: 170527 sap01-206 ( 31 ms )
