Patent ID: 7617138

Claim:
A computer-implemented method for intra-year benefit plan financial valuation, comprising the steps of: performing a first actuarial valuation for the benefit plan of a client based on client assumptions, first client-specific data derived from capital market data collected for the first actuarial valuation, and benefit plan data comprising data collected for the first actuarial valuation and that impacts the financial valuation of the benefit plan; collecting intra-year capital market data during a time period between the first actuarial valuation and a second actuarial valuation; converting via a computer the intra-year capital market data to intra-year client-specific data based on the client assumptions; calculating via a computer an updated intra-year financial valuation for the benefit plan based on the intra-year client-specific data, the benefit plan data, and the client assumptions, wherein the updated intra-year financial valuation is conducted during a time period after the first actuarial valuation and prior to the second actuarial valuation; and presenting the updated intra-year financial valuation.