Full single- and multi-basis pension valuation with a transparent, inspectable engine. Every signed number is exactly reproducible — frozen census, assumptions, and plan structure replay to the dollar. Data-first workflow, tracked corrections, and an audit trail built for ASOP 41, not bolted on.
The suite
The add-in and the platform agree to the last digit.
Every tool draws on the same reviewed, versioned calculation library, cross-checked on every release. Start with what fits your workflow.
ActuarialOS for Excel
BetaActuarial worksheet functions inside the tool you already use.
A native Excel add-in exposing the same calculation library as `aos_` worksheet functions — mortality, commutation, annuity, and conversion factors — plus a task pane for building and mapping. Runs locally; your plan and census data never leave the workbook.
ActuarialOS Discount Rate
BetaDevelop and document an ASC 715 discount rate from published curves.
Take a plan's expected benefit cash-flow stream and discount it on a published spot curve (Treasury HQM, Treasury + spread, or your own) — solving the single equivalent discount rate with durations, ± sensitivities, the interest-cost rate, and a labeled convention statement. Cash flows compute locally in the browser; the exportable rate-development memo lands with the portal.
Custom Tools
Built to orderA spreadsheet or small app built around the way you already work.
Tell us the job — the calculation you rebuild every quarter, the workbook that breaks whenever someone inserts a row, the report one person assembles by hand — and we scope and build it: an Excel workbook, an add-in with custom worksheet functions, or a small desktop or web app. Send a brief through the guided form and you get a written scope and a fixed-price quote within 3–5 business days. Personal or business, actuarial or not; the review and the quote are free.