Tools and platforms
Built in-house and used on current engagements. Results arrive as interactive views alongside the formal report.
We build the tools we use
Valuation results are delivered as interactive views the finance team can adjust and bring to the board, alongside the formal report. A simplified public example is below; the platforms used on client work are beside it.
GASB 75 discount rate sensitivity Illustration only
| Measure | 1% decrease | Current rate | 1% increase |
|---|---|---|---|
| Discount rate | 3.25% | 4.25% | 5.25% |
| Total OPEB liability | |||
| Change from current |
Method: each result scales the current liability by (1 + current rate) divided by (1 + new rate), raised to the power of the duration. A full valuation reprojects every benefit payment. Not an actuarial valuation and not advice for any plan.
Developed in-house for client work. Demonstrations available on request.
The firm's valuation and client platform: pension, OPEB and cash balance results with scenario and sensitivity views, delivered through a secure portal.
OPEB valuation with published discount curves, claims cost curves built from the plan's own data, and report output that matches the prior-year format.
Funding policy and investment strategy projections for boards weighing contribution, risk and de-risking paths together.
Long-horizon repurchase obligation forecasts driven by turnover, retirement and share value, with a participant portal for statements.
Committee calendars, decision logs and documentation that keep a plan's fiduciary record complete and current.
Conjoint survey through to optimized reward mix and board-ready deliverable, for employers redesigning pay and benefits.