What’s New
New in Version 3.14
February 2020
- plan constants
- actuarial equivalence (AEQ) by benefit definition
- retroactive payments
- 417(e) early retirement adjustment for minimum AEQ
- and many other features
New in Version 3.13
June 2019
- Tools for managing large libraries
- Smarter client merging with fewer duplicates
- A joint life refund payment form
- Improved batch estimates
- And many additional features
New in Version 3.12
October 2018
- interface modernizations
- age definition library and default age calculation method in Plan Definitions
- improved maximum benefit calculations
- Over 20 other enhancements
New in Version 3.11
February 2018
- Relative value on two actuarial bases
- Enhanced XML output
- Data Dictionary fields in user defined error messages
- Relative path
- Sample life go-to buttons
- Depp compare
- and many additional features
New in Version 3.10
April 2017
- Formatted output, hyperlinks and Eligibility Exhibits in Detailed Results
- Repository File Maintenance improvements
- New payment form options
- True months certain payment forms
- Over 20 other enhancements
