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.