PensionSoft Help - Evaluate Valuation Output

Evaluate Valuation Output

Navigate plan summaries and participant calculation detail produced by a valuation run. Descriptions of each output field can be found on the Valuation Output Fields page.

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Plan output

The summary identifies the Database Capture, Plan Definition, assumptions, participant counts, current earnings, and applicable liability and normal-cost measures. Participant Listings display participant-level data and can be filtered by status. Participant valuations provide the more granular view of an individual calculation, including benefit, probability, payment-form, and discount detail.

Participant output

A participant valuation follows the selected result through its decrements, benefit items, and calculation detail.

Result Totals Displays the selected liability or normal cost together with retirement, termination, death, and disability subtotals.

Benefit and Decrement Year Breakdown Breaks the selected result into each benefit item by projected decrement year.

Component Buildup Shows how the benefit amount, decrement probability, payment form, survival probability, and discount factor combine into the selected result.

Assumption Details Provides the underlying input values, including interest rates, mortality and other decrement rates, adjusted probabilities, benefit adjustments, vesting, and payment-form assumptions.