Run Valuation
Create a saved plan or participant valuation using the selected capture, plan definition, and assumption bases.
Plan and participant valuations
Plan valuation — Calculates the selected population and produces plan totals, participant status listings, and aggregate benefit-by-year detail.
Participant valuation — Calculates one participant from the selected capture and provides factor-level calculation detail.
- Open Manage Valuations from the intended scope. Open it from the plan for population results or from the participant for individual detail.
- Select Add. Enter a unique Description and complete the required inputs.
- Confirm the measurement date. Check that the selected capture and every effective-dated provision correspond to the Valuation Date.
- Select the calculation bases. Choose funding, accounting, or both.
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