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A safer marketing vocabulary for public pension reporting software

How to market 1937 Act reporting software credibly without overclaiming legal, actuarial, audit, or official government approval.

By ’37 Act Reporting Research Team4 min read
Audit-ready board packet binder and reporting documents for 1937 Act reporting

Public pension reporting software needs a careful vocabulary. The buyer wants confidence, but the product should not imply that software replaces legal counsel, auditors, actuaries, or official board action.

Strong phrases

Use phrases such as:

  • audit-supporting evidence;
  • board-ready reporting packets;
  • designed around California 1937 Act workflows;
  • GASB 67 and GASB 68 support;
  • traceable source-to-export workflow;
  • exception management and review history;
  • contribution reconciliation workspace.

Phrases to avoid

Avoid unsupported claims such as “guaranteed compliance,” “officially approved,” “one-click audit certification,” or “replace your actuary.” The better story is that the platform gives professional teams cleaner data, stronger process controls, and more defensible reporting packages.

Sources and references