What’s New


New in Version 3.19
August 2023
- Client-friendly data questions & corrections
- Direct editing of assumptions, benefits, and more from within sample lives
- Optional replacement of existing entries when importing from another client, rather than always saving as new
- High-capacity database and library files that are no longer limited in size to 4 GB
- Over 35 additional features
New in Version 3.18
November 2022
- A sample life comparison feature
- Power editing of valuation assumptions
- Plan constants specified by multiple coded fields
- Over 40 additional features


New in Version 3.17
March 2022- The ability to run multiple sets of sensitivities in a single valuation
- Deep compare of plan definitions
- Enhanced experience study output
- A defined contribution allocation tool
- Over 40 additional features


New in Version 3.16
July 2021
- A new plan editor interface
- An improved status reconciliation tool
- Sample life summary and projected benefit payment reports
- Ability to specify OPEB claims assumptions in Valuation Assumptions
- Over 40 additional features


New in Version 3.15
January 2021- Ability to view historical fields in spreadsheet edit
- Flatter benefit formula component interface
- Late retirement benefit component type
- Deterministic dynamic asset allocation
- Support for updated Canadian commuted values standards
- Over 50 additional features


New in Version 3.14
February 2020
- Plan constants to simplify the setup of large plans
- Data default sample lives
- Salary definition bonus assumptions
- Over 50 additional features
