QUESTION: Annual credited service is computed as hours earned during the year divided by 1900 with a maximum of 1 year. Annual vesting service is 1 if over 1000 hours are worked during the year, 0 otherwise. For computing projected benefits, the plan projects credited service using the last fully reported year of hours, and projects vesting service using last reported hours grossed up to a full year. How can ProAdmin do this?

Suppose date of termination is in the future at 12/31/2015 and historical hours (called Hours_History in ProAdmin) look like:

	Start date	Stop Date	Hours
	⁞	⁞	⁞
	1/1/2006	12/31/2006	2000
	1/1/2007	12/31/2007	2000
	1/1/2008	9/30/2008	600

The plan uses hours in 2007 to project credited service, and hours in 2008, grossed up to a full year, to project vesting service.

ProAdmin’s Projection Assumptions allow you to either project hours using the last fully reported year or the last reported hours (in the year) grossed-up to a full year.

ANSWER: Parameterize the Projection Assumptions Service Increases for one of the hours projection approaches and define the other one directly in the Service Definition Set with a transformation expression.

For this example, we chose to parameterize the Projection Assumptions to use the last fully reported year, which fulfills the requirement for credited service. The credited service projection will use 2000 hours in the example above.

To address vesting service,

• Set up a new Data Dictionary field (we'll call it "Hours_History_Dates") as date start & stop array field.
• Link the field (in the Database Linkage or XML Database Linkage) in the same manner as the existing Hours_History field except that the value points to the stop date.
• In the Hours conversion topic of the vesting service definition, we transform hours to service using this expression: 

Last_hours:= #GETVALUE Hours_History	&	; this will retrieve the last value ; in the array (600 hours)
Last_dt:= #GETVALUE Hours_History_Dates	&	; this will retrieve the last stop ; date in the array (9/30/2008)
Last_year:= #YEAR last_dt	&	; provides the year in Last_dt (2008)
Beg_of_year:= 1/1/1900 #dateplus
[(Last_Year - 1900)*1y]	&	; first of year (1/1/2008)
GrossUP_factor:= (last_dt #yeardif		; provides portion of year
first_of_year_date	&	; from 1/1/2008 to 9/30/2008 ; which is approx 0.75
#IF #DATE <= Last_dt #THEN		; if prior to last reported date use
#THIS >= 1000		; actual hours from data to compute
#ELSE		; vesting service else if after the
Last_hours / GrossUP_factor		; last reported Hours date use the
#ENDIF		; grossed up amount (600/0.75 - 800)