Pension 

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Overview

Administering a pension fund is an enormous responsibility made much easier with MemberPlan's Pension Module.

The Pension Module lets you:

Track the flow of moneys into the fund and each member's accrued pension benefit.
Track details on each member's hours worked and earned.
Quickly set up and maintain values and rules for the fund.

MemberPlan's month- and year-end processing times are short, often less than two hours. Year-end calculations are easy to prepare and deliver to your actuary for auditing and closure of the year-end book.

Members trust you and you can trust us - the Pension Module puts the power of tightly controlled information into the fund's hands. And it's a snap to retrieve.

MemberPlan is designed to balance dollar amounts internally - in essence, working like an accounting package. For each hour worked, a pension benefit amount is accrued to a member's account at year's end. MemberPlan provides the data needed by your actuary, who validates the pension benefit value accrued to the member for a year.

The system makes it easy to see from where and when the money came in. You determine the wordings and codes to use, as opposed to character-based systems, which can be difficult to learn and use. Changes to the fund's parameters and rules are done with a few mouse clicks.

The Pension Module produces high quality, personalized member letters, statements and tax forms.

Functions

Handles defined benefit and defined  contribution plans
Maintains pension fund eligibility rules
Maintains work history by employer and work month/year
Vesting parameters held in user-accessible table
Handles reciprocal processing
Produces pension calculations
Produces data as required by the plan's consulting actuary

Reports

Year-end pension work book
Pension final book
Pension statements
All fiscal year-end reports

Comprehensive 'AD hoc' reports/lists/labels produced through Crystal Reports

 

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Last modified: July 24, 2003