Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
-
Buy books
-
Contact sales
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen SB-2 - Funding Target, Miscellaneous, Contributions (5500)
Funding Target and Target Normal Cost Assumptions
Discount rate: Applicable month
The entry in this field is based on the number of months prior to the valuation date that the segment rates are published. For example, if the segment rates are published in the same month, enter
0
(zero). If the segment rates are published two months prior to the valuation date, enter 2
.Substitute mortality table information
If you entered
3
in the Mortality table
field, enter the description of the substitute mortality table information, including the plan populations that use the substitute or prescribed methods.Eligibility and benefit provisions
Enter a summary of principal eligibility and benefit provisions used to arrive at the valuation of the plan, such as optional forms of benefits, plan provisions that apply to only a select group of employees, and identifying benefits not included in the valuation.
Current Year Minimum Required Contribution
Amortization charges: Net shortfall charge
In the
Outstanding Balance
column, enter the remaining shortfall amortization amount. In the Installment
column, enter the level amortization payment that will amortize the initial shortfall over seven annual payments.Amortization charges: Waiver charge
In the
Outstanding Balance
column, enter the present value amount as of the valuation date of all remaining waiver amortization installments. In the Installment
column, enter the sum of the amortization installments that were established to amortize any waiver amortization bases, unless the bases have been fully amortized.Amortization bases schedule
If there are any shortfall or waiver amortization bases, enter the type of base, the present value of installments, the valuation date on which the base was established, the years remaining in the amortization period, and the amortization installment.