Pension Management & Forecasting Software

The software provides comprehensive, accurate and timely asset liability analysis of defined benefit pension plans. It embodies a complete yet flexible actuarial valuation and projection system that is linked to an economic and capital market forecasting module. Results are typically produced in minutes, not hours or days. It is a flexible system that takes full advantage of the Windows operating environments. It is fully parameterized to achieve maximum flexibility. Results are available in detailed, customizable reports and graphics.

Projections

The software makes projections for as many as twenty years into the future for a wide range of assumptions affecting the plan's assets and liabilities. Projections of demographics, assets, liabilities, contributions, expense, funding ratios and other variables of interest are produced.

Methodologies

For US qualified pension plans contribution calculations include minimum required contribution as determined by the Funding Standard Account, maximum tax deductible contribution, full funding limitations and the contribution as determined by the plan sponsor's policy. Pension expense and funding ratio calculations use FAS 87 methodology. It contains support for contributory and non-contributory plans.

Features

Policy Analysis

Financial Planning And Forecasting

Complete, Flexible Modeling

Comprehensive Actuarial Valuation System

True Asset and Liability Integration

Consistent graphic user interface provides ease of use

Exchange data with your favorite Windows applications

Graphs and data can be printed, saved and exported to other programs

Capability to modify default reports and graphs

Designed so that extensive actuarial knowledge is not necessary

Supported Platforms