Accumulated Plan Benefits

This template is relevant only to defined benefit plans and can be used to analyze the significant components of a plan's accumulated plan benefits.

Entering Data

All of the information needed to analyze the accumulated plan benefits is entered on the Information worksheet. Cells that contain formulas have been shaded yellow to differentiate them from input cells. You do not need to enter figures into the yellow cells. They will populate after the underlying information is entered.
The Analysis worksheet contains the ratio analysis, which is based on data entered in the Information worksheet.