Downloads

ProVal Downloads

ProVal - Full Installation

Version: 3.10, 11/28/2017 | Size: 125 MB | Filename: pv310.exe

License: Paid subscription

 ProVal Installation Guide (including System Requirements)

 What's New in ProVal 3.10


ProVal - Update

Version: 3.10, 11/28/2017 | Size: 14 MB | Filename: updt310.zip
License: Paid subscription

Use: Update an existing 3.10 installation. If 3.10 isn't installed already, use the Full Installation above.

  1. Click Download Update (above).
  2. Exit ProVal. All users must exit for a network installation.
  3. Unzip updt310.zip into the ProVal program folder, replacing existing files.
  4. Start ProVal and follow the instructions. Write-access to the ProVal folder is required.

For a list of changes, see patches.doc (in updt310.zip).


Disclosure and Budgeting Tool

Version: 3.10, 11/28/2017 | Size: 18 MB | Filename: pvdb310.exe

License: Free for use with existing files, subject to accepting the terms of use upon installation.

Use: Install ProVal’s Disclosure and Budgeting tool as a standalone application. Not needed if you already have ProVal installed.

  1. Click Download Disclosure and Budgeting Tool (above).
  2. Run pvdb310.exe.

Grid Agent Installation

Version: 3.10, 3/29/2017 | Size: 4 MB | Filename: wintechgridagentsetup.exe

License: Paid subscription (separate from ProVal)

Use: Install on computers designated to be part of the Grid Platform. Typically these are not the same computers where ProVal is installed. Note, you must run this installer as an administrator.

 Grid Platform Installation Guide – includes an overview of using the Grid, setup and system requirements


Regulatory Data Update

Date: 11/28/2017 | Size: 6.3 KB | Filename: regdata.zip

Use: Download the latest regulatory data for prior versions of ProVal. Not needed for the most recent version of ProVal, which already includes the latest regulatory data (recommended). Do not use this regulatory data with versions prior to ProVal 3.01 12/20/2010, which did not properly handle the 2011 decrease in U.S. Soc. Sec. National Avg. Wage and/or the 2010 zero U.S. Soc. Sec. CPI. If you’re not sure whether you should apply these updates, email support@winklevoss.com or call +1 203 861 5540.

  1. Click Download Regulatory Data (above).
  2. Exit ProVal. All users must exit for a network installation.
  3. Unzip regdata.zip into the ProVal program folder, replacing existing files. For network installations, the ProVal program folder is typically on a network server and not a user's workstation

IRS-2018 Mortality Tables Template

Date: 10/5/2017 | Size: 193 KB | Filename: IRS 2018 Template.zip

Use: Access IRS-2018 mortality tables, per regulation §1.430(h)(3)-1 and Notice 2017-60.

  1. Click Download Mortality Template (above) and unzip it into a new folder.
  2. From within other ProVal clients where the tables are desired, go to the Mortality Rates library and click the Import button.
  3. Specify the folder where you unzipped the template client, add the desired mortality table(s), and click Import.

This template includes:

  1. IRS 2018 Generational Mortality. The SOA mortality improvement scale MP-2016 applied to the base rates.
  2. IRS 2018 Static Mortality. The static table to be used for plan years beginning during 2018.
  3. IRS 2018 Small Plan Combined Static Mortality. The static table to be optionally used for small plans with plan years beginning during 2018.
  4. IRS 2018 Static Mortality, 0 Pre-Comm. IRS 2018 Static Mortality with rates of 0 pre-commencement.
  5. IRS 2018 Small Plan Combined Static Mortality, 0 Pre-Comm. IRS 2018 Small Plan Combined Static Mortality with rates of 0 pre-commencement.
  6. IRS 2018 Static Applicable Mortality Table for 417(e). The static table to be used for 417(e) for plan years beginning during 2018.

Tables 2-6 are static and only intended for valuation year 2018. For forecasting, we suggest using the generational mortality in Table 1.


MP-2017 Mortality Tables Template

Date: 10/23/2017 | Size:  361 KB | Filename: ProVal template client MP2017.zip

Use: Access Society of Actuaries MP-2017 tables.

  1. Click Download Mortality Template (above) and unzip it into a new folder.
  2. From within other ProVal clients where the tables are desired, go to the Mortality Rates library and click the Import button.
  3. Specify the folder where you unzipped the template client, add the desired mortality table(s), and click Import.

This template includes:

  1. SOA Scale MP-2017. As with Scales MP-2014, 2015 and 2016, Scale MP-2017 has been extended for years prior to 1951 as suggested in Section 8.3 of the Mortality Improvement Scale MP-2014 Report, though the rates of 2% and 3% for males and females, respectively, were not included in the published version of MP-2017.
  2. RP[H]-2014 Adjusted to 2006 … with Scale MP-2017. Eight mortality tables that link to RP-2014 base rates back-adjusted to 2006 and apply MP-2017. The base rates are adjusted to 2006 using the set of factors published by RPEC. These tables are based on RP-2014 and RPH-2014 for Total Dataset, Blue Collar, White Collar, and Disabled Retirees.
  3. RP[H]-2014 … with Scale MP-2017. Eight mortality tables that link to (unadjusted) RP-2014 base rates and apply MP-2017. These tables are based on RP-2014 and RPH-2014 for Total Dataset, Blue Collar, White Collar, and Disabled Retirees.

Hybrid MP16-17 2018+ Dynamic Template

Date: 11/8/2017 | Size: 217 KB | Filename: Hybrid MP16-17 2018+ Dynamic Template.zip

Use: Access Hybrid MP16-17 2018+ Dynamic tables. These tables use the mortality methodology defined in regulation §1.430(h)(3)-1 and Notice 2017-60 but use the MP-2017 improvement scale for plan years after 2018. This client is compatible with ProVal version 3.10 11/8/2017 or later.

  1. Click Download Mortality Template (above) and unzip it into a new folder.
  2. From within other ProVal clients where the tables are desired, go to the Mortality Rates library and click the Import button.
  3. Specify the folder where you unzipped the template client, add the desired mortality table(s), and click Import.

This template includes:

  1. Hybrid MP16-17 2018+ Static (dynamic)
  2. Hybrid MP16-17 2018+ Static, 0 Pre-Comm (dynamic)
  3. Hybrid MP16-17 2018+ Small Plan Combined Static (dynamic)
  4. Hybrid MP16-17 2018+ Small Plan Combined, 0 Pre-Comm (dynamic)
  5. Hybrid MP16-17 2018+ Applicable for 417(e) (dynamic)
  6. Hybrid MP16-17 2018+ Applicable for 417(e), 0 Pre-Comm (dynamic)