Liabilities Overview

Displayed valuation totals combine the applicable active cost-method result with present values for participants whose benefits are already fixed or in payment. Separate assumption bases may also produce at-risk, vested, tax maximum, and PBGC values.

Active and inactive liabilities

UC, PUC, and EAN attribution applies to active benefit components. Terminated vested, disabled, retired, and survivor benefits are valued from their applicable payment streams and added when the result is displayed for all participants.

Total Liability = PVFBTerm + PVFBDis + PVFBRet + PVFBSurv + i𝒜 Active Liabilityi𝒜 is the set of active participants.
Employee contributions and net normal cost

When an employee contribution benefit is configured, DB Precision develops the present value of future employee contributions and the current employee contribution normal cost. The net employer normal cost for each cost method is the gross normal cost reduced by the normal cost of employee contributions.

NCNet = NCGross − NCEECNCEEC is the employee contribution normal cost, expressed as a positive amount.
Terminology
Funding (Accounting)Development
Present Value of Future Benefits / PVFBThe present value of all expected future benefits under the valuation assumptions.
Unit Credit / Target Liability
(Accrued Benefit Obligation)
A cost method that attributes the current accrued benefit to each year of completed service.
Projected Unit Credit
(Projected Benefit Obligation)
A cost method that projects the ultimate benefit and attributes it to each year of completed service.
Entry Age NormalA cost method that allocates projected benefits at a level rate over the participant’s earnings or service from entry age to expected exit.
At-Risk LiabilityCalculates liabilities assuming participants who become eligible to retire within 10 years following the valuation year retire on their first eligibility date. Available for UC, PUC, Tax-Max, and PBGC results.
Vested Liability
(Vested Benefit Obligation)
Values the vested portion of the accrued benefit using Unit Credit parameters.
Tax-MaxA valuation base used to determine the maximum tax-deductible contribution under IRC §404.
PBGCA valuation base used to measure the present value of vested benefits under PBGC premium funding target assumptions.
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