IntelliPen from Procentia

A modular pension administration system supporting defined benefit, defined contribution, and hybrid schemes. Features include member management, calculations, payments, communications, and regulatory compliance tools with workflow management.

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Product analysis by function

Pension Administration Systems for Member Administration

Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Member Data Management
(0 Yes /0 Known /12 Possible features)

Contribution Processing
(0 Yes /0 Known /12 Possible features)

Benefit Calculations
(0 Yes /0 Known /13 Possible features)

Benefit Payments
(0 Yes /0 Known /12 Possible features)

Self-Service Portal
(0 Yes /0 Known /13 Possible features)

Regulatory Compliance
(0 Yes /0 Known /12 Possible features)

Workflow and Process Management
(0 Yes /0 Known /12 Possible features)

Reporting and Analytics
(0 Yes /0 Known /13 Possible features)

System Integration
(0 Yes /0 Known /12 Possible features)

Security and Data Protection
(0 Yes /0 Known /13 Possible features)

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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc.		No information available
Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods		No information available
Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages		No information available
Dependent Tracking Ability to record and track member dependents and their eligibility status		No information available
Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc.		No information available
Address History Maintains historical addresses and contact information with effective dates		No information available
Data Validation Rules Configurable validation rules to ensure data integrity and accuracy		No information available
Duplicate Member Detection Automated detection of potential duplicate member records		No information available
Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates		No information available
Bulk Data Update Capability Ability to update multiple member records simultaneously		No information available
Data Import/Export Tools for importing and exporting member data in various formats		No information available
Member Record Capacity Maximum number of member records the system can efficiently handle		No information available

Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party)		No information available
Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods		No information available
Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits		No information available
Arrears Management Tracking and management of missed contributions with interest calculations		No information available
Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies		No information available
Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments		No information available
Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections		No information available
Contribution Processing Speed The volume of contribution transactions the system can process per hour		No information available
Batch Contribution Processing Support for processing contributions in batches from payroll or other systems		No information available
Contribution History Maintains detailed history of all contribution transactions with audit trail		No information available
Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates		No information available
Employer Matching Rules Configurable rules for employer matching contributions		No information available

Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period		No information available
Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service		No information available
Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods		No information available
Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors		No information available
Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain)		No information available
Benefit Projections Tools for projecting future benefits based on various assumptions		No information available
Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules		No information available
Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments		No information available
Disability Benefit Calculations Specialized calculations for disability retirement benefits		No information available
Death Benefit Calculations Calculation of survivor benefits according to plan rules		No information available
Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts		No information available
Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes		No information available
Benefit Calculation Speed Time taken to process complex benefit calculations		No information available

Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers		No information available
Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.)		No information available
Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections		No information available
Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling		No information available
Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities		No information available
Bank Reconciliation Tools for reconciling payment records with bank transactions		No information available
Overpayment Recovery Management of benefit overpayments including detection and recovery processes		No information available
Payment Verification Automated verification procedures to confirm recipient eligibility before payment		No information available
Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments)		No information available
Payment Processing Capacity Maximum number of payments that can be processed in a single payment run		No information available
Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts		No information available
Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents		No information available

Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details		No information available
Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios		No information available
Document Upload/Download Capability for members to securely upload and download documents		No information available
Statement Access Access to current and historical benefit statements online		No information available
Contribution History View Self-service access to view contribution history and details		No information available
Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability		No information available
Secure Messaging Secure communication channel between members and pension administrators		No information available
Mobile Device Compatibility Responsive design that works on various devices and screen sizes		No information available
Employer Contribution Submission Portal for employers to submit contribution data and payments electronically		No information available
Retirement Application Processing Online tools for members to apply for retirement benefits		No information available
Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently		No information available
Multi-Language Support Available languages in the self-service portal		No information available
Portal Uptime Percentage of time the portal is available and functioning correctly		No information available

Regulatory Reporting Tools Built-in support for generating required regulatory reports		No information available
Legislative Updates Regular system updates to reflect changes in pension legislation		No information available
Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing		No information available
Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages		No information available
Tax Reporting Generation of tax forms and reports in compliance with tax authorities		No information available
Audit Trails Comprehensive audit trails for all system activities and changes		No information available
Data Retention Controls Tools for implementing data retention policies in compliance with regulations		No information available
Multi-Jurisdiction Support Support for varying rules across different jurisdictions		No information available
Compliance Alert System Automated alerts for potential compliance issues or required actions		No information available
GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc.		No information available
Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes		No information available
Compliance Documentation Comprehensive documentation of system compliance features and controls		No information available

Configurable Workflows Ability to configure automated workflows for common pension administration processes		No information available
Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status		No information available
Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review		No information available
SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines		No information available
Process Automation Automation of routine processes to reduce manual intervention		No information available
Exception Handling Structured processes for managing exceptions and special cases		No information available
Parallel Processing Support for concurrent processing of workflow steps where appropriate		No information available
Workload Balancing Tools for distributing work evenly among staff members		No information available
Process Analytics Metrics and analytics on process efficiency and bottlenecks		No information available
Process Template Library Pre-built templates for common pension administration processes		No information available
Process Customization Depth Degree to which standard processes can be customized without programming		No information available
Workflow Visualization Graphical tools for designing and viewing process workflows		No information available

Standard Report Library Pre-built reports covering common pension administration reporting needs		No information available
Custom Report Builder Tools allowing non-technical users to create custom reports		No information available
Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards		No information available
Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports		No information available
Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.)		No information available
Ad-hoc Query Tools Tools for performing on-demand data queries without programming		No information available
Historical Trend Analysis Features for analyzing data trends over time		No information available
Actuarial Data Extraction Specialized exports for actuarial valuations and analyses		No information available
Performance Metrics Dashboard Real-time dashboards showing key performance indicators		No information available
Member Population Analytics Demographic analysis of the member population		No information available
Report Processing Speed Time taken to generate complex reports with large data sets		No information available
Drill-Down Capabilities Ability to navigate from summary data to supporting details		No information available
Data Warehouse Integration Integration with external data warehouses or business intelligence tools		No information available

API Availability Comprehensive APIs for integration with external systems		No information available
Payroll System Integration Built-in connectors for common payroll systems		No information available
General Ledger Integration Automated integration with accounting systems		No information available
Banking System Integration Direct integration with banking systems for payments and reconciliation		No information available
Document Management Integration Integration with document management systems		No information available
Identity Management Integration Support for enterprise single sign-on and identity management systems		No information available
Data Exchange Standards Support for standard data formats like XML, JSON, CSV		No information available
ETL Tools Built-in tools for data extraction, transformation, and loading		No information available
Real-time Integration Capability Support for real-time data exchange with external systems		No information available
Integration Monitoring Tools for monitoring the health and performance of system integrations		No information available
Third-party Integration Partners Number of pre-built integrations with third-party systems		No information available
Integration Transaction Volume Maximum number of integration transactions the system can handle per hour		No information available

Role-based Access Control Granular permission settings based on user roles		No information available
Multi-factor Authentication Support for additional authentication factors beyond passwords		No information available
Data Encryption Encryption of sensitive data both in transit and at rest		No information available
Security Audit Logging Comprehensive logging of all security-related events		No information available
Intrusion Detection Systems to detect and alert on potential security breaches		No information available
Data Masking Ability to mask sensitive data for non-production environments		No information available
Password Policy Enforcement Configurable password complexity and rotation requirements		No information available
Session Management Controls for session timeouts and concurrent logins		No information available
Security Certification Formal security certifications such as ISO 27001, SOC 2		No information available
Vulnerability Assessment Regular security testing and vulnerability assessments		No information available
Data Backup Frequency Frequency of system data backups		No information available
Recovery Time Objective Target time for system recovery after a disruption		No information available
Security Update Frequency Frequency of security patches and updates		No information available

IntelliPen from Procentia

Product analysis by function

Pension Administration Systems for Member Administration

Member Data Management (0 Yes /0 Known /12 Possible features)

Contribution Processing (0 Yes /0 Known /12 Possible features)

Benefit Calculations (0 Yes /0 Known /13 Possible features)

Benefit Payments (0 Yes /0 Known /12 Possible features)

Self-Service Portal (0 Yes /0 Known /13 Possible features)

Regulatory Compliance (0 Yes /0 Known /12 Possible features)

Workflow and Process Management (0 Yes /0 Known /12 Possible features)

Reporting and Analytics (0 Yes /0 Known /13 Possible features)

System Integration (0 Yes /0 Known /12 Possible features)

Security and Data Protection (0 Yes /0 Known /13 Possible features)