Taft-Hartley Benefit Features

Demographics

  • Multiple ID Numbers per Participant
  • No Need to Process via SSN
  • Masked SSN
  • Multiple Addresses
  • Address Standardization
  • CASS Address Verification
  • Unlimited Dependents
  • Detailed Audit Histories

Employer Reporting

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

Pension Calculations

  • Highly Configurable Plan Rules
  • Handles Any Number of Plans
  • Definable Pension Types per Plan
  • Definable Pension Options per Type
  • Regular, Early, Disability, Death, etc.
  • Single Sum, Straight Life, 10 Yr Certain
  • Return to Work Processing
  • Custom Yrs of Service Calculations
  • Base Benefit Calculation
  • Factor Based Reductions

Contributions Accounting

  • Contract & Rate Maintenance
  • Individual or Group Contracts
  • Reported, Calculated & Validated Contributions
  • Contributions for Any # of Funds/Benefits
  • Retro Rate Changes
  • Prior Period Rebills
  • Discrepancy Billing
  • Credit Notices
  • Complete AR Management

Health Claims Adjudication

  • Configurable Formulas & Rules
  • Auto-Adjudication Matrix
  • Deductible, Out-of-Pocket & Type-of-Service Limits
  • Definable Calendar Periods
  • Dollar, Visit, & Unit Maximums
  • On-demand Accumulator Calcs
  • Coordination with other Insurers & Medicare
  • Rule Segregation for Multi-Group Administration

Health Claims Processing

  • Integrated Workflow Processing
  • Disbursement, Overpayment & Lien Tracking
  • Auto-Recoupment
  • Pre-auth & Penalty Enforcement
  • Duplicated Checking
  • Modifier Reductions
  • HRA Banks & Reimbursement
  • COB Savings Bank
  • Beneficiary Payments & Alt. Payees
  • Calculation Logs

Loans Processing

  • Configurable Loan Types
  • Handle Multiple Active Loans
  • Purchases for a Participant
  • Loan Eligibility Determination
  • Application Processing

Pension Processing

  • Estimate Generation
  • Final Pension Generation
  • All Options on a Single Estimate
  • History of Every Estimate Generated
  • “What if” Calculations
  • QDRO Administration
  • Workflow-Based Processing
  • Detailed Activity Log

Ancillary Benefits Processing

  • Application Processing
  • Forms Management
  • Required Document Tracking
  • Workflow-Based Processing
  • Detailed Activity Log

Disbursements

  • Benefit Disbursements
  • Roll Over Processing
  • On-Demand Check Processing
  • Checks, EFTs & Direct Deposit
  • Split Payments to Multiple Accounts
  • Support for Feeds to 3rd Party Payers
  • Liens & Levies
  • Recoupments
  • Voids & Re-Issues
  • On Screen Check Images

Reporting and Integration

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