Endres Actuarial Computing is an actuarial software company dedicated to providing actuaries, employee benefits professionals, financial planners, accountants, lawyers, administrators, and retirement specialists with a state-of-the spreadsheet solution tool that is necessary to get the job done quickly and efficiently. This allows the user to automate routine tasks within Excel, perform complex calculations accurately and confidently, determine actuarial values using best practices, and accomplish a great deal of work while saving tons of time.
EAC Tools is a custom Excel add-in for actuaries and employee benefit professionals that is easy to use, fast, and powerful. The tool contributes to profitability by saving significant time and effort in performing complex calculations. EAC Tools is used by many pension plan sponsors, professional service firms including HR/benefits consultants, actuarial consulting firms, law firms, insurance companies, and accounting firms. The tool has been fully vetted by and is used by one of the Big-Four accounting firms.
EAC Tools is a custom Excel add-in for actuaries and employee benefit professionals that is easy to use, fast, and powerful. The tool contributes to profitability by saving significant time and effort in performing complex calculations. EAC Tools is used by many pension plan sponsors, professional service firms including HR/benefits consultants, actuarial consulting firms, law firms, insurance companies, and accounting firms. The tool has been fully vetted by and is used by one of the Big-Four accounting firms.
Key Features
- Efficiency: EAC Tools is designed with ease of use in mind. This lightning-fast Excel add-in accelerates your workflow by automating repetitive tasks, freeing up your time for more productive work.
- Precision: Say goodbye to unwieldy workbooks, potential errors, and undocumented spreadsheet calculations. EAC Tools enables you to perform complex actuarial calculations with accuracy, ensuring your work is dependable and trustworthy.
- Industry Trust: EAC Tools is the preferred choice of many industry leaders, including a prominent Big Four accounting firm. Its proven track record and reliability make it a must-have tool for professionals.
- Diverse User Base: EAC Tools caters to a wide spectrum of professionals across various industries, from actuaries to financial planners and plan administrators. It's a versatile and indispensable tool for anyone involved in actuarial and financial planning.
- Time and Effort Savings: Experience significant reductions in the time and effort required for complex calculations. EAC Tools directly contributes to your profitability by optimizing your workflow.
- Continuous Support: Our commitment to excellence includes ongoing updates and comprehensive support at no extra charge.
- Custom Software: EAC Tools is not just an off-the-shelf software package -- we are dedicated to working with you to meet your needs, and we will work with you to deliver custom solutions as needed.
Actuarial Solutions
- Handles the SECURE Act's requirement for the lifetime income illustration for pension benefit statements. Click here for more information.
- Actuarial present value factors for annuities, life insurance, life expectancy, commutation functions, tables, etc.
- A large library of mortality tables and mortality improvement scales.
- Ability to use generational mortality, and the new 2-dimensional mortality improvement scales.
- Excel functions for complex annuities such as: the cash-refund annuity; the "pop-up" annuity; Social Security "level income option".
- Excel functions for IRS limits and other annual regulatory amounts and rates prescribed by the IRS, PBGC, Social Security.
- Excel functions for Social Security, Covered Compensation.
- Works in 32-bit and 64-bit versions of Excel for Windows. (Does not run on Excel for Mac or Excel for Web.)
Recently Updated for:
- 2025 Social Security, PBGC, and IRS regulatory limits.
- Added the ability to define the interest parameter using spot rates from the ERISA 4044 yield curve for a given year & month, published by PBGC for valuation dates on or after July 31, 2024.
- Added ERISA section 4044/4050 mortality tables, published by PBGC for valuation dates on or after July 31, 2024.
- Added new mortality tables published by the IRS in the Federal Register on 6/6/2024, also published by the Pension Benefit Guaranty Corporation (PBGC) in its final rule titled Valuations Assumptions and Methods.
- 2025 IRS static mortality tables published in IRS Notice 2024-42:
-- 417(e) lump sum mortality table,
-- 430(h) static tables (male and female). - 2024 Adjusted Scale MP–2021 Rates, announced by the IRS on October 20, 2023, and published here.
- 2024 mortality tables under ERISA Section 4044/4050.
- 2012 Base Mortality Tables (annuitant, non-annuitant).
- Faster start-up of the add-in upon launching Excel.
- Integrated help and detailed technical documentation is available from several places in the main menu and "help on this function" in Excel's function dialog box.
- 2022 new tables for RMDs: life expectancy and distribution period tables under under section 1.401(a)(9)-9 used for purposes of determining minimum required distributions -- new functions were added for Single Life Table, Uniform Lifetime Table, Joint and Last Survivor Table. These tables were published in the Federal Register on 11/12/2020.
- Mortality improvement scale MP-2021.
- Pri-2012 -- Private Retirement Plans Mortality Tables from the October 2019 SOA Final Report.
- Pub-2010 mortality tables.
If you are
already tied to an existing system, we will facilitate
a seamless transition by replicating your existing function
calling syntax, mortality table names, etc.