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Definition

Funding Valuation

The annual actuarial calculation of a pension plan's liabilities and required contributions.

A funding valuation measures a defined benefit plan's assets and liabilities as of the valuation date and determines the minimum required contribution and the maximum deductible contribution range for the plan year.

See it with your own plans

Book a walkthrough of Equaplan

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