Abstract: Intra-year benefit plan financial valuation for a client's post-retirement benefit plan comprises collecting intra-year capital market data during a time period between a first actuarial valuation and a second actuarial valuation, converting the intra-year capital market data to intra-year client-specific data based on client assumptions, and calculating an updated financial valuation for the benefit plan based on the intra-year client-specific data, benefit plan data, and the client assumptions. The updated financial valuation can comprise an updated forecast financial valuation based on the intra-year client-specific data and future client assumptions. The updated financial valuation can be calibrated based on actual client-specific data reflecting experience between the time of the first actuarial valuation and the updated financial valuation. The intra-year client-specific data can provide a basis for a hypothetical forecast analysis based on hypothetical data provided by the client.

Abstract: The invention concerns a system and method for implementing and/or administering a competitive rewards database. Member data is received from at least one member computer via a data feed. The (raw) member data is automatically mapped and incorporated into the competitive rewards database. A data capture tool, preferably coupled to a data network, is operable to adjust the mapping of member data. A rewards workbench, preferably coupled to a data network, is generally operable to query the competitive rewards database.

Abstract: A method for providing post-retirement health-care benefits is provided. The method includes the steps of adopting a health reimbursement arrangement that includes a sponsor and a beneficiary, wherein the beneficiary is employed by the sponsor. A pension plan is adopted, wherein the pension plan includes an account. Funds are provided to the pension plan and the account while the beneficiary is employed by the sponsor. Funds are dispersed from the account to reimburse the beneficiary only for medical expenses. The funds are dispersed in response to determining that the beneficiary is no longer employed by the sponsor and that the medical expenses are qualified medical expenses.

Abstract: The invention concerns a system and method for implementing and/or administering a competitive rewards database. Member data is received from at least one member computer via a data feed. The (raw) member data is automatically mapped and incorporated into the competitive rewards database. A data capture tool, preferably coupled to a data network, is operable to adjust the mapping of member data. A rewards workbench, preferably coupled to a data network, is generally operable to query the competitive rewards database.

Abstract: The invention concerns a system and method for implementing and/or administering a competitive rewards database. Member data is received from at least one member computer via a data feed. The (raw) member data is automatically mapped and incorporated into the competitive rewards database. A data capture tool, preferably coupled to a data network, is operable to adjust the mapping of member data. A rewards workbench, preferably coupled to a data network, is generally operable to query the competitive rewards database.