The Equaplan blog
Notes on pension actuarial work
Articles on Cash Balance plans, funding valuations, Schedule SB, and running a modern actuarial practice.
What we write about
Practical notes for actuaries and plan administrators, grouped by topic.
- Product
- News and updates about Equaplan.
- Cash Balance Plans
- Design and funding of Cash Balance and Solo Cash Balance + 401(k) plans.
- Valuations
- Funding valuations, assumptions, and actuarial reporting.
- Compliance
- Schedule SB, Form 5500, and IRS limits.
- Firm Operations
- Running an efficient actuarial or TPA practice.
Looking for a definition? Browse the pension glossary
See it with your own plans
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We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.
What the demo covers
- 1A live walkthrough from census to Schedule SB
- 2A look at templates, calculators, and team roles
- 3Time for your questions about setup