Actuarial Valuation Data Preparation

Actuarial valuation data preparation is a recurring reporting burden for 1937 Act retirement systems. The hard part is often not a single extract. It is the repeatable coordination of member data, payroll and contribution history, assumptions, changes, reconciliation notes, and final export packages.

37Act should make this workflow visible and repeatable.

What the workspace should capture

• Expected data files and owners.
• Import history by fiscal year and valuation cycle.
• Validation rules for missing periods, member status changes, contribution totals, and unusual adjustments.
• Reconciliation notes and assumptions.
• Open exceptions requiring human review.
• Final package export history and supporting evidence.

Product positioning

37Act does not replace the actuary. It helps the retirement system prepare cleaner, more traceable data packages and preserve the review context that supports professional actuarial work.