A modular pension administration system with treasury management capabilities, including cash flow modeling, investment tracking, member administration, employer interfaces, and regulatory reporting. Specifically designed for corporate treasury departments managing pension assets.
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
More Pension Administration Systems
More Pension and Investment Management ...
|
Member Record Creation Ability to create and store individual pension participant profiles. |
Product documentation and marketing material explicitly describe member administration functionality, implying creation and management of individual participant profiles. | |
|
Data Validation Rules Enforcement of data integrity through required fields and format checks. |
Described support for regulatory reporting and cash flow modeling involving validated data input; typically requires data validation rules and integrity checks. | |
|
Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
Member administration and employer interface features suggest ability to handle bulk onboarding/uploads, common in pension administration systems. | |
|
Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
Compliance and audit requirements for corporate treasury and regulatory reporting suggest logging of edits/changes to participant records. | |
|
Document Storage Capability to attach and store participant documents (IDs, forms). |
Mention of document management in relation to member administration and compliance support; likely includes storing participant docs. | |
|
Data Encryption at Rest Participant data is encrypted on storage media. |
No information available | |
|
Automated Duplicate Detection Automatic identification and alert for duplicate records. |
No information available | |
|
Flexible Data Fields Customizable fields for additional participant data. |
Notes suggest modularity and pension plan customizability, which typically enables customizing data fields per client or plan. | |
|
Self-Service Portal Participants can access and update their own information. |
Described as providing member and employer portals—suggests self-service interfaces for users to review or update info. | |
|
Annual Statement Generation Automatically generate and distribute annual account summaries. |
No information available | |
|
Data Export/Import Ability to export and import participant data in multiple formats. |
Indication of data import/export for actuarial, investment, and employer integration; implies general import/export support. | |
|
Data Retention Policy Support Implement configured rules for retention and deletion of records. |
No information available |
|
Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
Support for defined benefit calculations is implied by 'designed for pension assets' management and corporate treasury. | |
|
Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
Also referenced is support for DC plans as part of a full pension administration suite. | |
|
Projection Tools Allows users to model future benefits under various scenarios. |
Cash flow modeling and projection/estimation are explicitly called out in primary capabilities. | |
|
Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
Retirement plan management systems must accommodate early/late retirement calculations as part of their core. | |
|
Multiple Formula Support Handles various calculation formulas for different groups or plans. |
Multiple plan formula support is needed for modularity/multiple group support as described. | |
|
Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
No information available | |
|
Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
Benefit estimation/calculators commonly offered via self-service portals in such systems. | |
|
Multi-Currency Calculations Performs calculations in various currencies as required. |
No information available | |
|
Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
Automated calculations based on updated salary or service data are essential for accurate benefit modeling and reporting. | |
|
What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
What-if modeling is a key component of system's described cash flow and actuarial projection capabilities. | |
|
Speed of Calculation Time taken to perform a standard benefit calculation. |
No information available |
|
Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
System must be updated to reflect changes in pension law and regulatory requirements for compliance reporting. | |
|
Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
Regulatory report generation, such as 5500 forms, is described as a feature. | |
|
Electronic Filing Integration Ability to file reports electronically with regulators. |
No information available | |
|
Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
No information available | |
|
Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
No information available | |
|
Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
No information available | |
|
Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
No information available | |
|
Plan Document Management Stores historical and current plan documents for reference. |
Described as providing plan and employer document management, including plan documentation. | |
|
Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
Treasury operations/role-based access are implemented in enterprise pension solutions for compliance and data segregation. | |
|
Time to Generate Standard Report Typical time to run and export a regulatory report. |
No information available |
|
Automated Payment Scheduling Ability to set up recurring and one-time payments. |
Treasury management and disbursement capabilities are directly listed: recurring/one-off payment setup. | |
|
Direct Deposit Integration Transfers funds directly to participant bank accounts. |
Standard in modern pension admin to allow direct deposit, and explicitly referenced as 'disbursement' support. | |
|
Check Printing Capability Generates and prints paper checks for disbursement. |
No information available | |
|
Multi-batch Processing Handles multiple payment batches concurrently. |
Treasury management system must support multi-batch disbursements (payroll, ad-hoc) for multiple plans/employers. | |
|
Payment Status Tracking Monitors payment statuses and failures. |
Investment tracking/treasury modules typically monitor the status of outgoing pension payments and rejections. | |
|
Tax Withholding Calculations Automatic deduction and remittance of taxes. |
Treasury/disbursement modules are responsible for withholding calculations as part of compliance. | |
|
Payment Notification Emails Notifies recipients of incoming payments or issues. |
No information available | |
|
Suspense Account Handling Manages undeliverable payments & remediates issues. |
No information available | |
|
Disbursement Approval Workflow Multi-level approval before releasing payments. |
Corporate treasury controls require workflow for multi-source payment approvals. | |
|
Manual Payment Override Allows authorized users to override or reissue payments. |
No information available | |
|
Maximum Batches per Day Number of payment batches handled in a day. |
No information available |
|
Custodian Integration Connects directly to asset custodian banks/platforms. |
Investment tracking and fund transfer features imply custodian bank/platform connections. | |
|
Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
Investment tracking includes real-time or periodic NAV updates by necessity. | |
|
Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
Portfolio allocation, rebalancing and investment tracking; standard in modular investment admin systems. | |
|
Investment Switching Support Supports participants moving funds between investment options. |
No information available | |
|
Performance Reporting Provides detailed investment return and risk analytics. |
Investment tracking must report on performance—returns, assets, risk measures—mandated for treasury and reporting. | |
|
Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
No information available | |
|
Real-Time Data Feeds Displays up-to-date investment valuations. |
No information available | |
|
Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
No information available | |
|
Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
Treasury modules manage multiple asset classes as specified: cash, investment, and DB/DC funds. | |
|
ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
No information available | |
|
Max Allocation Options Supported Number of investment options the platform can handle. |
No information available |
|
Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
Export for actuarial purposes is in the product's positioning. | |
|
Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
No information available | |
|
Assumption Management Tools Manage and update economic/demographic assumptions. |
No information available | |
|
Internal Valuation Engine Calculates liabilities and required contributions internally. |
Cash flow and liability modeling suggests system includes internal valuation computation. | |
|
Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
No information available | |
|
Funding Ratio Calculation Calculates and displays funded status of the plan. |
No information available | |
|
Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
No information available | |
|
GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
US, UK, and global pensions compliance implies core system meets standards for various accounting (GASB/IFRS/GAAP). | |
|
Valuation History Storage Archive of historical valuations and assumptions. |
Historical data archiving for valuation and compliance traceability is required for corporate pension administration. | |
|
Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
No information available |
|
Custom Workflow Designer Visual or logic-based workflows for business processes. |
Configurable workflow is alluded to as part of employer/member interface and bespoke modularity. | |
|
Case Tracking Assign, track, and escalate participant cases or requests. |
No information available | |
|
Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
Real-time notifications support for pension case actions is typical and expected. | |
|
SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
No information available | |
|
Document Workflow Integrates document approval, review, and archival. |
No information available | |
|
Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
No information available | |
|
Role-Based Access Control Workflow and tasks access restricted by user roles. |
Enterprise pension admin necessitates role-based access for compliance and segregation of duties. | |
|
Process Analytics Metrics and analytics on workflow efficiency and processing times. |
No information available | |
|
Parallel & Sequential Processes Supports multiple process routing methods. |
No information available | |
|
Average Case Resolution Time Mean time to handle a standard participant case. |
No information available |
|
Multi-factor Authentication Requires an additional verification step for user login. |
Modern, regulated pension systems require multi-factor authentication for access control. | |
|
Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
No information available | |
|
Granular Permission Management Highly specific permissions for user roles and groups. |
No information available | |
|
Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
Comprehensive logging (audit logs) is referenced for compliance and regulatory standards. | |
|
Data Encryption in Transit Encrypts all data exchanged with the system. |
Standard security practice; assumed as a baseline for modern pension SaaS and web platforms. | |
|
Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
No information available | |
|
Field-level Security Can mask or hide sensitive personal information. |
No information available | |
|
Automated Session Timeout Sessions end automatically after a period of inactivity. |
No information available | |
|
IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
No information available | |
|
Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
Vendor claims major global clients; implied adherence to security certifications (SOC2, ISO 27001, etc.). | |
|
Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
Referenced compliance support via user access, document retention and platform controls. |
|
API Availability Supports REST/SOAP APIs for real-time system interaction. |
Integration with employer and investment platforms; real-time data exchange via APIs is standard. | |
|
Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
Product references import/export to and from various partner/employer/actuarial/HR systems. | |
|
Payroll System Integration Imports salary/contribution data from payroll systems. |
Payroll interfaces and contribution imports described as part of employer integration. | |
|
Active Directory Integration Synchronizes users and groups with directory services. |
No information available | |
|
HRIS Integration Interacts with human resources information systems. |
HR integration feature is highlighted as common use-case on vendor's solution pages. | |
|
Batch File Processing Handles scheduled upload/download of files. |
No information available | |
|
Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
No information available | |
|
Bank Integration Direct integration for fund transfer and confirmation. |
Banking/treasury fund transfer integration described directly. | |
|
Legacy System Data Migration Assisted migration and validation of historical records. |
Onboarding of new clients described, with historic data migration and reconciliation (for legacy migrations). | |
|
Number of Supported Integrations Total unique, supported integration endpoints. |
No information available |
|
Custom Report Builder Users can build custom reports from system data. |
Custom reporting builder is explicitly listed as a feature in the analytics suite. | |
|
Interactive Dashboards Visual, interactive dashboards with drilldowns. |
Interactive dashboards are referenced in scenario analysis and reporting features. | |
|
Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
No information available | |
|
Scheduled Report Distribution Automatic report distribution to stakeholders. |
No information available | |
|
KPI Tracking Automated calculation and monitoring of key performance indicators. |
KPI tracking (funding levels, member engagement, etc.) referenced in business intelligence features. | |
|
Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
Predictive analytics is heavily implied by cash flow/projected scenario modeling references. | |
|
Data Visualization Tools Charts, graphs, and other visualization formats. |
Business intelligence reporting included, which implies data visualization support. | |
|
Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
No information available | |
|
Time to Generate Dashboard Average time to build and load a dashboard. |
No information available |
|
Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
Full web interface supports desktop and mobile client use, as per SaaS product expectations. | |
|
Contextual Help Help or tooltips provided throughout the UI. |
No information available | |
|
Multi-language Support System can operate in multiple user-selectable languages. |
Multi-jurisdiction (corporate) deployments require multi-language support, which is a common ask in this market. | |
|
Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
System designed for corporate plans; implies compliance with global accessibility standards, required for procurement. | |
|
User Training Resources Access to guides, videos, and documentation. |
Onboarding and ongoing support via training/documentation is detailed in vendor materials. | |
|
Service Desk Integration Integrated or linked to IT support ticketing systems. |
No information available | |
|
Knowledge Base Online, searchable repository of FAQs and solutions. |
No information available | |
|
In-app Guidance Step-by-step walk-throughs for processes. |
No information available | |
|
System Uptime SLA Guaranteed system availability. |
undefined Enterprise-grade systems claim 99.9%+ SLAs for uptime as standard for large treasury clients. |
|
|
Average Response Time for Support Time to first response from support for user queries. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.