There are times when you need to adjust a date in a data default or transformation expression. For example, you might need:

• First or last day of the plan year, calendar year, anniversary year, quarter, month, semi-month, bi-week, or week (measurement period)

• Nearest begin/end of plan year, calendar year, anniversary year, quarter, month, semi-month, bi-week, or week date

• Age 62, first of the month coincident or following

• First or last Friday of the month

• 90 days after a life event, but if that’s a Friday, Saturday or Sunday, then make it the following Monday

Most of the techniques used in the following examples will work anywhere, including benefit formulas, accrual basis formulas and selections expressions.