What have we done for our clients?

We have provided actuarial and systems technical expertise to various companies, helping them manage their technology and process needs.  We have also supplemented their existing technical resources as well as helped them address gaps in their own systems capabilities or the functionality of their vendor's applications.

The types of projects we have completed for our clients include the following:

  • Valuation program: development of actuarial valuation program for in-house use by client
  • Plan design analysis: comparison of proposed and current benefits using different sets of assumptions with various transition scenarios; illustrations include heat maps, analysis of winners / losers and age/service charts
  • Computer-based modelers: interactive programs for estimated benefits, plan designs, open enrollment analysis
  • Benefit calculations: actual and projected retirement benefit calculations with data checks and audits; includes benefit listings and individual calculation worksheets
  • Data Process Review: review & assessment of data collection / reconciliation; includes timelines, dependencies
  • Technical Specifications: conversion / translation of business requirements to systems specifications
  • Spreadsheet Upgrade: modification of existing spreadsheets to incorporate new calculations and features
  • QDRO Calculations: assist in calculation of QDRO benefits

Many of our clients have licensed our XLActuary tool to complement their existing internal tool set for calculating actuarial factors.  Learn more about this tool.

Learn more about the types of organizations that have taken advantage of our products and services.

Product News

Check out our actuarial add-in tool:   XLActuary

This powerful, flexible and easy-to-use tool is designed to to handle all you actuarial factor needs. Read more...
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XLActuary v2.0

Announcing the release of XLActuary v2.0 designed to work with both 32-bit and 64-bit installations of Excel. Read

Mortality Projection

The XLActuary add-in has been updated to include mortality projection capabilities. Read

Sample Workbooks

Check out sample workbooks containing calculations using projected mortality tables. Read