The Administrative Functions System is part of the basic Defined Contribution and Defined Benefit packages. This system offers flexibility in moving client information, as well as other administrative timesaving features:

Features and Benefits:

  • Client transfer facility allows the cloning of client information
  • Loan Amortization schedules can be calculated with multiple timeframes and payment options
  • Maintain Beneficiary name and address information for display on specific participant statements
  • Produce a Year End Request form on paper or diskette
  • Create a Status Report of all clients on the system in client number sequence, by year end, and or alphabetically
  • Report all participants on the system, by plan, who have reached a specific age (i.e. 70 ½)
  • Compress client data for fast transmission over the Internet.