37Act Guide
Board-ready reporting packets for county retirement systems
Pension board packet automation for 37 Act retirement reporting: executive summaries, exhibits, exception logs, appendices, and traceable source evidence.
Board packet automation is a strong public-sector reporting use case because the board needs a clear narrative, not only a data export. A retirement system must explain what happened, what changed, which exceptions remain, and how the final materials connect to underlying evidence.
37Act should frame board packets as the final output of a governed reporting workflow.
What board-ready means
- Executive summaries written from the reporting cycle context.
- Exhibits and status dashboards tied to validated source data.
- Exception logs with owners, status, and explanations.
- Appendix files with source references and supporting workpapers.
- Version history so staff can see what changed before final publication.
Why it supports trust
A clean board packet helps leadership communicate the reporting story. The goal is not to hide complexity; it is to make the complex reporting cycle understandable and defensible for public review.