Overview
The Pension Portal is a comprehensive suite of tools to help take you and your pension business into the new age. With cloud computing technology, the portal gives you easy, yet powerful management of your retirement planning business. The system makes use of industry leading technology to organize, automate, and synchronize your document collection/distribution process.
With secure access, the portal gives you the means to communicate confidential information with your clients. Each user will have access 7 days a week, 24 hours a day, from anywhere in the world. The portal also comes with unlimited storage, which gives you the means to manage all of your documents, contacts, plans, and clients in a central location.
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DC/New Comparability
The web-based defined contribution/new comparability system is a highly sophisticated solution for running your plan designs and proposals. The automated data validation requires minimal input and simplifies the proposal process. With the user-friendly interface, you can easily enter your plan information, upload your census, designate classes, and print your report sets. You can even compare your plan against a variety of allocation methods to determine the best fit for your client.
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Cash Balance
Our state of the art cash balance proposal system provides the means to create attractive cash balance plan designs and reports. This interactive system creates combined cash balance illustrations that can be produced in Excel and PDF formats. The automated calculation performs a series of non-discrimination tests that can be included in your illustrations. If any test fails, the system allows you to view testing details and determine why the plan was not a good fit.
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