David D Posted Friday at 05:00 PM Posted Friday at 05:00 PM For those TPA firms that only use the services of an enrolled actuary for doing the actuarial valuation, SB and PBGC if required, but your firm is responsible for the compliance testing, what software do you use? Is there any standalone testing software that you have found to work, or do you primarily do the testing in some variations of excel? Thanks!
pensionreview Posted 21 hours ago Posted 21 hours ago Our actuary uses his Excel spreadsheets to do the compliance testing and then verifies his numbers using Calcair software. David D 1
Bri Posted 19 hours ago Posted 19 hours ago We've used EBG's planning software, since it includes making sure the proposal passes all the tests. We just create a new "proposal" for each plan year. David D 1
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