Who it's for
Equaplan for consulting actuaries
Valuations and Schedule SB from any browser, with the assumptions and tables you control.
Independent actuaries need dependable calculations without maintaining legacy software. Equaplan keeps IRS limits and mortality tables up to date and keeps every input visible, so you can review the numbers before you sign.
Key considerations
- You stay responsible for assumptions and certification.
- Check coverage of your specific plan designs during the demo.
Saved valuation
Sample Dental PLLC Cash Balance Plan
Plan year 2026 · kept with the result
- Census2 participants
- Plan rulesSnapshot as valued
- AssumptionsAs entered
- IRS limitsPlan year 2026
- Mortality tablePlan year 2026
Why it fits
Why the fit comes up here
- Transparent inputs
- Every valuation stores its inputs and plan rules, so you can reopen and review results later.
- Maintained tables
- IRS limits and mortality tables are managed in the platform instead of in local files.
- Fast what-ifs
- Built-in calculators help you size contributions before you build a full valuation.
See it with your own plans
Book a walkthrough of Equaplan
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