Skip to Main Content
Getting Started with Pension Administration
Pension Administration Overview
Pension Administration Business Processes
Pension Administration Integrations
Pension Administration Implementation
Understanding Pension Administration
Pension Plan Rules Overview
Business Processes
Rules and Data Setup
Administrative Information Setup
Administrative Processes
Periodic Processing and Benefits Calculation
Pension Administration Pages
Report Generation
Understanding Your Implementation
Implementation Overview
Plan Setup
Specific Plan Components Setup
Miscellaneous Plan Information Setup
Plan Processing Order
Status Code Creation
Retiree Administration Control Tables Setup
Data Conversion
Implementation Verification
Understanding Calculation Rules
Calculation Rules Setup
Modular Approach to Rules
Time Segments and Function Results
Your Implementation Plan
Understanding Pension Variables, Rules, and Tables
Pension Variables, Rules, and Tables Overview
Pension Rules Parameters Maintenance
Table Usage
Plan Rules Customization
Understanding Pension Plans
Pension Plan Setup Overview
Pension Plan Setup
Pension Plans Benefit Setup
Establishing Plan Administration Information
Understanding Plan Administration
Setting Up Plan Administration Data
Understanding Setup for Contributory Plans
Understanding Contributory Plans
Deducting Pension Contributions
Tracking Contributions
Managing Employee-Paid and Employer-Paid Benefits
Ensuring That Employees Recover Their Contributions
Implementing Service Purchase and Service Buyback
Establishing Retiree Administration Control Tables
Activating Pension Administration and Setting PeopleTools Options
Setting Up Retiree Departments and Security
Setting Up Other Control Tables
Creating a Logical File for the Trustee Extract
Defining the Primary Job
Understanding Multiple Jobs
Understanding the Primary Job Selection
Controlling the Primary Record Selection
Attaching Active and Inactive Definitions to a Plan
Overriding the Primary Job Selection
Consolidating Payroll Data
Understanding Consolidations
Setting Up Earnings Consolidations
Setting Up Hours Consolidations
Consolidating Contributions
Defining Plan Eligibility
Understanding Plan Eligibility
Using Plan Eligibility
Setting Up Plan Eligibility Requirements
Defining Plan Participation
Understanding Plan Participation Definition
Defining Participation Requirements
Working with the Participation Date
Defining Service and Break Rules
Understanding Service and Break Rules
Understanding Service Definition Types
Using Service Results
Setting Up Service Function Results for Multiple Jobs
Setting Up Break Rules
Counting Periods of Service
Understanding Methods of Counting Service Periods
Setting Up Elapsed Time Service
Setting Up Hours Counting Service
Crediting Service Based on Hours Worked
Setting Up Hours Equivalence Service
Defining Vesting Rules
Understanding Vesting Rules
Using Vesting Results
Setting Up Vesting Definitions
Defining Benefit Eligibility
Understanding Benefit Eligibility
Using Benefit Eligibility Results
Establishing Retirement Types and Eligibility Conditions
Defining Final Average Earnings
Understanding Final Average Earnings
Using Final Average Earnings Results
Setting Up the Final Average Earnings Function
Defining Cash Balance Accounts
Understanding the Cash Balance Accounts Function
Using the Cash Balance Accounts Function
Maintaining Cash Balance Accounts
Referencing Cash Balance Results at Different Dates
Setting Up Cash Balance Parameters
Defining Employee Accounts
Understanding Employee Accounts
Using Employee Accounts Function Results
Maintaining Employee Accounts
Establishing an Interest-Only Definition
Defining Employee Accounts
Defining Social Security
Understanding Social Security Calculations
Using Social Security Results
Setting Up a Social Security Definition
Defining Covered Compensation
Understanding Covered Compensation
Using Covered Compensation Results
Defining Covered Compensation Rules
Defining Early and Late Retirement Factors
Understanding Early and Late Retirement Factors
Using QDRO with Early and Late Adjustments
Defining Early and Late Retirement Adjustments
Defining Death Coverage Reductions
Understanding Death Coverage Reductions
Understanding Death Coverage History
Using Death Coverage Results
Defining Death Coverage Reductions
Defining Benefit Formulas
Understanding the Benefit Formula
Using Benefit Formula Results
Creating the Benefit Formula Definition
Applying a QDRO Offset
Defining Employee-Paid Benefits
Understanding Employee-Paid Benefits
Using Employee-Paid Benefit Results
Creating an Employee-Paid Benefit
Defining Optional Forms of Payment
Understanding Optional Forms of Payment
Understanding Optional Forms of Payment Results
Using Optional Forms of Payment Results
Creating an Optional Forms of Payment Definition
Using Form Codes
Using Payment Types
Using QDRO with Optional Forms of Payment
Applying Section 415 Limits
Understanding Section 415 Limits
Understanding 415 Limits Processing
Creating a 415 Limits Definition
Using Database Aliases
Understanding Database Aliases
Setting Up a Database Alias
Overview of Alias Processing
Using Predefined Database Aliases
Creating Table Lookup Aliases
Understanding Table Lookups
Creating a Physical Table
Setting Up a Table Lookup Alias
Using Date Aliases and Date Options
Understanding Date Aliases and Options
Understanding Raw and Decimal Dates
Using Date Aliases
Setting Up Date Aliases
Using Duration Aliases and Duration Options
Understanding Duration Aliases
Understanding Duration Options
Defining a Duration Alias
Setting Up a Duration Option
Using Function Result and Actuarial Factor Aliases
Understanding Function Result Aliases
Understanding Actuarial Factor Aliases
Creating Function Result and Actuarial Factor Aliases
Using Form Codes
Using Custom Statements and Spouse Eligibility Statements
Understanding Custom Statements
Using the Custom Statement Page
Using Custom Statement Types
Setting Up Mathematical Operations
Setting Up Group Definitions
Assigning Final and Temporary Variables
Using the Three Types of Clauses
Configuring Operands
Setting Up a Spouse Eligibility Statement
Creating Action and Reason Categories
Understanding Action and Reason Categories
Referencing Action and Reason Codes
Using Action and Reason Categories
Setting Up HR Action and Reason Categories
Using Actuarial Assumptions
Understanding Actuarial Assumptions
Applying Actuarial Assumptions
Establishing Actuarial Assumption Sets
Generating Data for a Plan's Annual Actuarial Valuation
Using Interest Methods
Understanding Interest Methods
Setting Up Interest Methods
Applying Section 401(a)(17) Earnings Limits
Understanding Section 401(a)(17) Limits
Establishing Section 401(a)(17) Parameters
Projecting Hours and Earnings
Understanding Projection Methods
Setting Up Projection Methods
Grouping Employees
Understanding Grouping
Using Time-Sensitive Grouping Based on Eligibility
Using Groups for Periodic Processing
Defining a Group
Setting Up Group Precedence
Setting Up Function Results
Understanding Function Results
Adding a Function Result
Creating the Plan Implementation and Plan Aliases
Understanding Plan Implementation and Plan Aliases
Creating a Plan Implementation
Ordering Plans
Defining Plan Aliases
Examining Plan Rules
Understanding Plan Rules Examination
Examining Plan Rules
Using Pension Statuses
Understanding Pension Status Codes
Understanding Periodic Processing for Pension Status Codes
Defining Status Criteria for Active and Terminated Employees
Setting Up Actuarial Valuation
Producing Form 5500 Participant Counts
Setting Up Service Purchase
Setting Up Integration with PeopleSoft Receivables
Setting Up Installation Options for Service Purchase
Setting Up Service Purchase Status Reasons
Setting Up Service Purchase Types
Setting Up Service Purchase Configuration Rules
Setting Up Service Purchase Processing Defaults
Identifying Previously Purchased Service
Loading Employee Data
Understanding the Loading of Historical Data
Planning Your Data Conversion
Loading Personal and Job Data
Loading Payroll Data
Loading Service Data
Loading Account Data
Moving Data to a Standalone System
Running Periodic Processes
Understanding Periodic Processes
Running a Periodic Process
Viewing Process Results
Reviewing Processing Statistics
Viewing Processing Errors
Using the Error Table
Calculating Pension Benefits
Understanding Pension Benefit Calculations
Running Calculations for Multiple Employees
Setting Up Benefit Calculations
Running Calculations
Accessing Calculation Results
Viewing Calculation Messages
Reviewing Processing Results
Protecting a Calculation
Running QDRO Calculations
Calculating Social Security
Viewing Calculation Results
Understanding Calculation Results
Viewing the Calculation Results Pages
Viewing Detailed Plan Results
Activating the Application Trace
Viewing Employee Data
Viewing Personal and Beneficiary Data
Viewing Job History
Viewing Plan-Related Information
Maintaining Employee Pension Data
Understanding Pension Status Codes
Maintaining Pension Status Codes
Maintaining Employee Plan Data
Maintaining Consolidated Payroll Data
Maintaining Employee Regulatory Data
Maintaining Pension Beneficiary Data
Establishing Pension Payees
Understanding Payee Types
Understanding Pension Payee Tracking with Human Resources
Understanding Pension Payee Usage in Other HCM Applications
Establishing Multiple Payee Records for One Person
Determining When to Set Up Payee Records
Creating Payees
Defining Payee Cross-References
Preparing Pension Payments
Understanding Payment Streams
Recording Payee Elections
Entering and Reviewing Rollover Information
Scheduling Payments
Making Pension Payments
Understanding the Pension Payment Process
Defining and Creating Retiree Payments
Reviewing Retiree Payment Results
Creating the Trustee Extract File
Reviewing Trustee Extract Data
Administering Pension Payees
Administering Terminated Employees
Administering Retiree Deaths
Administering Employee Deaths
Changing Payment Amounts
Administering Contributions
Understanding Contributory Plans
Defining Pension Plan Contributions
Tracking Contributions
Administering Contribution Withdrawals
Ensuring That Retirees Recover Their Contributions
Administering Service Purchase
Understanding Service Purchase
Verifying Employment History
Managing Service Purchases
Changing the Tax Type for a Lump Sum Payment
Reviewing Service Purchase Information
Administering QDROs
Understanding QDROs
Administering the QDRO Process
Recording Communications
Understanding Pension Communications
Recording Pension Communications
Maintaining Public Tables
Understanding Public Tables Maintenance
Understanding Effective Dates and Sequence Numbers
Maintaining Internal Revenue Code Limit Tables
Maintaining Interest Rate Tables
Maintaining Social Security Tables
Working With User Code
Understanding User Code
Calling User Code
Working With Individual User Code Modules
Pension Administration Reports
Pension Administration Reports: A to Z
Pension Administration: Selected Reports
Report Samples