Oak Mountain Software

 AnnuityValue

Oak Mountain Software

 

 

Dear Oak Mountain Software Users and Visitors,

 

2009 marked our eighth year of business.  We continue to grow and add new Users each year who use the AnnuityValue system extensively. 

 

IRS Notice 2008-85 sets forth the § 417(e)(3) applicable mortality table for distributions with annuity starting dates in years 2009 through 2013.  All of these tables have been added to our library and are distributed with the purchase of the AnnuityValue system.

 

This year, we added functionally for users to archive their assumption sets and easily retrieve them for future reference.

 

We also added a major enhancement, AnnuityConnector, to the system.  This feature allows users to interface with the AnnuityValue system directly from their own system or website application.

 

As we continue to update and improve the system, AnnuityValue is updated for all Users at no cost.

 

Thank you for your continued support.  All references are very much appreciated.

 

 

Kenny Pinkerton, A.S.A.

Oak Mountain Software

 

December 2009