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ProVal Training Courses

Valuation (U.S. Qualified Pension) Revised 2023 (1-Rev)


Description
Learn how to enter data, benefits, and assumptions to calculate liabilities for a U.S. Qualified Pension plan. Then enter assets to calculate contributions and expense.
Content
  • Get Ready
  • Client
  • Client - Quiz
  • Database
  • Database - Quiz
  • Data Dictionary
  • Data Dictionary - Quiz
  • Import Data
  • Import Data - Quiz
  • Census Specifications
  • Census Specifications - Quiz
  • Plan Definition
  • Plan Definition - Quiz
  • Valuation Assumptions
  • Valuation Assumptions - Quiz
  • Sample Lives
  • Sample Lives - Quiz
  • Valuation
  • Valuation - Quiz
  • Asset and Funding Policy
  • Asset and Funding Policy - Quiz
  • Valuation Set
  • Valuation Set - Quiz
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever