Use these commands to manage valuation requests, snapshots, data captures, calculations, and standard reports.

• Create Request: Create a participant Data Request for the opened Sponsor or Plan Document.

• Valuation Snapshots: Manage Valuation Snapshots for the opened Sponsor or Plan Document.
• Match Report: Match data reported by a Sponsor with prior data reported.

• Data Capture: Capture all participant data and derived items needed for participant liability determination as of a measurement date.
• Calculate: Determine participant liabilities using captured data for actuarial valuation.

• Lifecount Recon: Generate a report for the opened Sponsor or Plan Document that reconciles changes in participant counts between two Valuation Snapshots.
  • Lifecount Reconciliation FAQ: Review the workflow for reconciling participant counts between snapshots.
• Term Vested Due Payment: Generate a report for the opened Sponsor or Plan Document that shows terminated vested participants that are beyond their estimated payment start date.
• Form 8955-SSA: Create a listing of information for reporting on the Form 8955-SSA.
• Other Reports: Generate other standard reports for the opened Sponsor or Plan Document.