Select the participant data, plan coding, funding assumptions, and accounting assumptions used to produce a saved valuation result.
Select at least one funding or accounting assumption. Every selected assumption definition must have a provision effective on or before the Valuation Date.
Plan Number — Selects the plan document whose definitions and benefit coding are valued.
Valuation Date — Sets the measurement date for age, service, participant data, and effective-dated provisions.
Database Capture — Selects the saved participant data used by the calculation.
Plan Definition — Selects the Valuation Definition containing the applicable benefit items and attribution settings.
Missing Data Definition — Selects optional substitution rules for required participant data that is missing.
Funding Assumptions — Selects the assumption definition used for funding results and, when applicable, Tax-Max and PBGC.
Accounting Assumptions — Selects the assumption definition used for accounting results.