V3

for Retirement

A Powerful Software Solution for Pension Funds and Administrators

DC/Annuity

Demographics

  • Employer Reporting
  • Payroll-Location Reporting
  • Job Classes and Categories
  • Limitless Combo of Reported Attributes
  • File and Paper Based Reporting
  • Self-Service Reporting
  • Configurable Validations
  • Reporting of Wage Data
  • Reporting of Work Data
  • Reporting of Custom Data
  • Variable Reporting Periods
  • Variable Reporting Formats
  • Retro Adjustments

Participant Accounts

  • Tracking of Member Contributions
  • Ability to Handle Multiple Accounts per Participant
  • Direct Feed from Payroll Reporting
  • Interest Posting
  • Participation Rules
  • Vesting Rules
  • Service Calculations
  • Refunds Processing
  • AR and AP Management

Payroll Reporting

  • Employer Reporting
  • Payroll-Location Reporting
  • Job Classes and Categories
  • Limitless Combo of Reported Attributes
  • File and Paper Based Reporting
  • Self-Service Reporting
  • Configurable Validations
  • Reporting of Wage Data
  • Reporting of Work Data
  • Reporting of Custom Data
  • Variable Reporting Periods
  • Variable Reporting Formats
  • Retro Adjustments

Benefit Processing

  • Application Processing
  • Forms Management
  • Required Document Tracking
  • Beneficiary Administration
  • QDRO Administration
  • Workflow-based Processing
  • Detailed Activity Log

Loans Processing

  • Configurable Loan Types
  • Ability to Handle Multiple Active Purchases for a Participant
  • Loan Eligibility Determination
  • Application Processing
  • Configurable Payment Plans

Reporting and Integration

  • End User Reporting
  • Ad Hoc Reporting
  • Tax Reporting
  • Actuarial Reporting
  • General Ledger Integration
  • Import and Export Processing

Contributions Accounting

  • Contract and Rate Maintenance
  • Individual or Group Contracts
  • Employer Contributions
  • Employee Contributions
  • Reported Contributions
  • Calculated Contributions
  • Validated Contributions
  • Retro Rate Changes
  • Prior Period Adjustments
  • Discrepancy Billing
  • Complete AR Management

Annuity Processing

  • Estimates and Actuals
  • Balance Projections
  • Balance Annuitization
  • Straight Life
  • Joint & Survivor
  • Term Certain
  • Term & Life
  • Single Sum
  • SSA Leveling
  • Plan Specific Factors

Disbursements

  • Benefit Disbursements
  • Roll Over Processing
  • Periodic or On-Demand Check Processing
  • Checks, EFTs and Direct Deposit
  • Split Payments to Multiple Accounts
  • Support for Feeds to Third Party Payers
  • Liens and Levies
  • Recoupments
  • Voids and Re-issues
  • On Screen Check Images
  • Multi-Step, High Security Processing

Record Keeping

  • Unitized Administration
  • Transfer Agency
  • Order Processing
  • Trading
  • Reconciliation
  • Transfers
  • Rebalances
  • Statements

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