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Posted

Does anybody know or can recommend a plan administration software tool that one can use to track the work load of the pension administrators?

Say Example a pension administrator has 50 plans assigned to him. Is there any software out there that can help with pulling out information such as:

Q1) How many 5500 are due based on plan year end?

Q2) Which plans are top-heavy etc.?

This software would be a good tool for the administrator to see where he is on his workload as well as help the manager keep track of the cases.

Thanks.

Posted

We have a program like this. I believe it was built in-house though. It tracks all those things and many others like plan specs, etc.

Posted

Thanks for replying back. I am however looking out for a company who would sell such a software program to track the plan administration work as we do not have anybody in-house to program such a software.

If anybody knows or uses one could you please let me know.

Thank you.

Guest mariecummiskey
Posted

should have added that you can go online to both, relius through corbel.com, and datair is datair.com i think

Guest mariecummiskey
Posted

messed up and didn't post my first reply - relius has a tracking system that is part of their admin software. datair has it as a separate product. their could be others.

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