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FAQ
System
PROVAL INI settings
Regional Settings
Printing
Insufficient page width
Database
Calculating normal retirement date
Calculating the date points are attained
Comparing dates in two database files
Creating a date out of a month, day and year
Encrypting employee identification numbers
If statements in Define Field by Expression
Searching for duplicate keys using multiple key fields
Census Specifications
Data used for surviving beneficiaries
Death benefit during deferral for inactive participants
Plan Benefit Definitions
Active medical benefits
Benefit accruals over and under a dollar amount
Benefit service based on hours worked
Canadian YMPE averaging
Cash balance interest compounded mthly
Death benefit during deferral for actives who terminate
Death benefit while active
Early retirement reduction based on service
Excess plans
Flat dollar plan with increasing benefit level
Fractional future accruals for benefit service
Fractional future accruals for eligibility service
Fractional rule accrued benefit with varying accrual rates
Freezing future final average salary
Future benefit service start date
Graded vesting
Historical employee contributions
Include hire year salary in final average salary
In-service benefits (paid before decrement from active status)
Late retirement increase
Medical savings account used to pay participant contributions
Mid-year change in benefit level for a U.S. qualified plan
Months of severance benefits
Point-based accruals
Prorating frozen benefits
Prorating prospective cash balance plans with service-dependent accruals
Rounded eligibility service
Rounded service for table lookups
#SALARY vs. 1 #FAS 1
Salaries limited in final average salary
Separate proration for a minimum benefit
Service cap with early years dropped
Unit benefit formula with prospective amendments only
Updating past service benefit for salary increases
Reference Tables
Female setback based on male rates
Mortality rates with improvement scale
Standard tables
Valuation Assumptions
Postponing retirement to a fixed date
No mortality during deferral for vested terminations
Sum of qx probabilities must be less than 1
Recovery rates
Disregarding statutory limits
Projection Assumptions
Projecting multiple plan amendments example 1
Projecting multiple plan amendments example 2
Forecasting
Adding an asset mix to an efficient frontier
Capturing cash balance account totals at future valuation dates
Selecting sensitivities in a Core Projection
Valuation and Core Projection speed
PBGC premiums for plans or plan years not subject to PPA funding standards
Reflecting future valuation assumption changes
Sample Lives
Decrement rates don't match values in table
Termination rates zeroed out
Present value of future salary is 0 in year of hire
Matching sample life (U.S.) PPA payment form values using Administration Factors Tool
Canadian solvency & windup liabilities benefits versus PVB benefits
Sum of member and spouse claims exceeds annual cap
Creating data for sample lives
Valuations
Discounting projected benefit payments to match liabilities
U.S. plan termination liability
End of year disclosure (accounting)
GASB 68 discount rate
Valuation and Core Projection speed
Evaluating the Cadillac Tax for U.S. OPEB plans
Output
Active Headcount vs Valuation Number
Total Salary vs Valuation Salary
Erase results
Administration Factors
Pop-up conversion factors
Gain Loss Analysis
Fractional Year Gain / Loss