Pension Reporting and Data Extraction

Pension Administration provides a number of sample participant letters, including a benefit selection letter outlining the available optional forms of payment.

The system also provides a calculation worksheet to use in detailing how a pension benefit was determined and a social security worksheet with similar information for detailing social security benefits.

To help you administer your plan, the system also includes a participant count report for the Form 5500 and an actuarial valuation extract, a data extract with information that the actuary can use to determine the plan's liabilities.