UAS consultants have at their disposal a couple of unique, proprietary tools designed to assist Trustees in making timely decisions about their pension or healthcare fund: our Real-Time Models. The pension version of the model provides 25-year projections of various statistics including: PPA zone, funded ratio, ERISA credit balance, unfunded vested benefits, etc. The healthcare version projects the fund's financials, including net months of reserves, for the next 3 years.
The models can help Trustees visualize the impact of such items as rate of return on fund assets, work hour trends, and contribution rate increases. Upon request, these modeling tools can provide live updates of the plan's current and projected funded position, illustrations of funding improvement and rehabilitation plans, and more. Modeling can even be performed remotely via Internet webcast!
A few sample screen captures appear below: