37 Act Reporting Software
37 Act reporting software should be built for the operational reality of California county retirement systems governed by CERL. The reporting team is not simply producing one dashboard. It is coordinating source files, review steps, exceptions, actuarial requests, GASB support, audit evidence, and board-facing materials across many stakeholders.
37Act is designed as that workflow layer. It gives finance, operations, actuarial, audit, and executive teams a single fiscal-year workspace for the reporting cycle.
Core capabilities
- Source intake for employer, payroll, contribution, member, actuarial, accounting, and audit files.
- Validation checks for missing periods, contribution totals, status changes, adjustments, and roll-forward consistency.
- Exception management with owners, due dates, comments, attachments, and status history.
- Actuarial valuation data package preparation with source references and versioned exports.
- GASB 67 and GASB 68 support schedules with review evidence.
- Audit evidence binder for workpapers, approvals, assumptions, comments, and final exports.
- Board packet builder for executive summaries, exhibits, unresolved exception lists, and appendices.
Why generic BI is not enough
Generic BI tools are good at visualizing data after it is modeled. 37 Act reporting requires more than visualizations. Teams need to know which source files are complete, which exceptions are unresolved, which assumptions changed, which reviewer approved the export, and which evidence supports the board packet. That is a workflow and traceability problem.
Best fit
37Act is best positioned for county retirement teams that already have pension administration, finance, actuarial, and audit partners, but need a repeatable way to coordinate reporting work across those systems and stakeholders.