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Definition

Funding Target

The present value of benefits accrued as of the start of the plan year.

Under IRC §430, the funding target is the present value of all benefits accrued or earned under the plan as of the beginning of the plan year, using prescribed interest rates and mortality.

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We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.

What the demo covers

  1. 1A live walkthrough from census to Schedule SB
  2. 2A look at templates, calculators, and team roles
  3. 3Time for your questions about setup