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Automated benefit processing
Effortlessly calculate and track all pension benefits.
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Pre-built pension portal
Provide plan participants and HR staff with online pension access using our pre-built portal.
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Robust relational database
Store all pension data and paperwork and reconcile data for actuarial valuation.
- Screens are clean, simple, and intuitive.
- Most plans are fully automated in less than 30 hours.
- Setup is completed using wizards and buttons.
- Online portal access enabled by checking a box.
- Nervous about set up? We'll do it for you.
- Flexible enough to handle every pension design from traditional DB to cash balance.
- No plan has ever been too complicated to load.
- Over 900 defined benefit plans automated and growing.
- Robust database easily feeds third-party actuarial valuation software.
- Push-button benefit calculations will save you time and money.
- Participant benefit statements are run and stored in seconds.
- Worktrack system provides tracking of all payment processing tasks.
- Go paperless and digitally store all pension documentation.
- Give participants 24/7/365 access to their pension information and calculations.
- Pre-built online pension portal requires no additional hardware or software.
- Customize portal features for each pension plan without writing any code.
- Most administrators fully recoup system costs with 2-3 pension portal sales.
- We manage all portal enhancements and security at no additional cost.
- Our DBPXL Actuarial Add-in lets you calculate annuity factors, actuarial conversion factors, early/late retirement factors, and more.
- Compatible with all versions of Microsoft Office including, Office 365, 2019, and 64-bit.
- 2D Mortality Tables such as MP-2019 are fully supported.
- Formula Writer and AutoComplete simplify writing formulas.
- Installation is completed in minutes.
- All product help and support is included at no additional charge.
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OUR MANY HAPPY CUSTOMERS
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Actuarial
Firms
Complete benefit calculations, election forms, and benefit statements in seconds, reconcile valuation data, and offer your customers online benefit access.
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Pension and
Multiemployer Administrators
Benefits administration is effortless with push-button benefit calculations, electronic document management, and workflow tracking tools.
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Plan Sponsors and
Municipalities
Save time and money by administering your own plan. Producing benefit calculations and sending data to your actuary is completed in minutes.
- Automating pension administration since 2002 with a proven track record of stability and functionality.
- Pension administration software is our only business.
- Software is kept up-to-date with regular updates and enhancements.
- Product development is customer focused and many product features originated from user suggestion.
- Unlimited product support is provided at no additional charge.
- Formal conversion processes reduce implementation times and guarantee accuracy.
- Union, government, and corporate plans are all fully supported.
- Multi-employer plan administration and data storage are handled with ease.
- Although most plans are set up by our customers, if you need our help, we are always available and can convert most plans within 8 weeks.
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AND ELECTION FORMS
- Benefit calculations are completed with a few short entries.
- System output can be stored as pdf format in the database for electronic archive.
- All calculations types are automated from early/late retirement to service breaks and QDROs.
- Regulatory rules such as 415(b) and 401(a)(17) are all built in.
- Plan level exports are used to produce statements or plan freeze/termination documents.
- Results export to Microsoft Word for easy customization and editing.
- Use existing plan payment elections forms or choose from our pre-built templates.
- Eliminate mailing costs by publishing participant documents to the portal where they are then retrieved online.
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RECONCILIATION TOOLS
- All data is maintained in one data source ensuring consistency across processes.
- Amounts such as hours and salary can be stored at any frequency from weekly to bi-annual.
- Uses SQL Server, allowing millions of records to be stored without any performance decrease.
- All data changes are recorded providing full audit trail.
- Data import layouts created in minutes.
- Built-in data validations help ensure data accuracy.
- Store any document type from pdf files to Word documents and Excel workbooks.
- Retrieve previously archived documents in seconds.
- Permanently maintain records of benefit election forms, QDROs, and any other paperwork.
- Check a box and the archive is securely accessible by participants online.
- Electronically create and store batches of benefit statements or estimates for groups of participants.
- Complete the data work for almost any plan in hours rather than days.
- Run a snapshot on the valuation date and a standardized data file is created for valuation.
- Seamlessly integrates with popular valuation products including ProVal and DBVAL.
- Run built-in reports such as the lifecount reconciliation to get a detailed view of changes since the last valuation.
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TO PARTICIPANTS
- Participants complete and submit their own real-time benefit calculations and payment forms online.
- There is no additional hardware or software for you to purchase or maintain.
- No data permanently resides on our servers. All participant data is deleted on logout.
- Online users can view paperwork and securely upload documents through the portal to your network.
- Participants can be configured to view and even edit pension information online.
- Calculations can include projection assumptions and DC plan information for financial planning.
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